Sawgrass Partners is dedicated to providing a level of personal service that transforms and empowers organizations, creating sustainable strategies that lead to opportunities for success.

We offer a broad range of advisory services tailored to the unique needs of the senior living industry. We present an alternative to traditional “turn-key” developers by providing our clients flexibility in how they utilize our services. This allows our clients to take a more active role in the planning and development process, while still reaping the benefits of an experienced and objective advisor.       

Business and Strategic Planning – determining future direction
We facilitate the strategic planning process, helping our clients assimilate their mission, vision, strengths and market opportunities into an attainable, supportable and comprehensive strategic plan.     Back to top

Market Research – defining market opportunity
Market research is a crucial first step in the strategic planning, campus development and repositioning processes. Our market depth analysis aids in the identification of markets with strong development potential, while our market assessment provides a basis for determining market needs and opportunities. Through direct consumer research such as mail surveys and focus groups, we are able to provide input regarding facility design, programming, amenities, and pricing.     Back to top   

Financial Planning and Analysis – evaluating financial feasibility
We develop comprehensive financial models that provide our clients the opportunity to evaluate the financial implications of their plans, identify and evaluate options and alternate courses of action, establish realistic operating and financial assumptions and targets, and identify and assess relevant risk factors. We also develop high-level financial models that allow our clients to analyze project concepts on a “real-time” basis.     Back to top

Financial Advisory Services – identifying financing alternatives
We advise and advocate on behalf of our clients throughout the financing process. Through our financial advisory services we identify and evaluate financing alternatives and negotiate favorable financing terms. We are a resource for securing seed capital and permanent financing for projects and identifying short and long-term funding sources.      Back to top

Master Development Planning – establishing a development blueprint
The Master Development Plan serves as the blueprint for the development or repositioning of a senior living community. We work with management and its project team, including architects, engineers, contractors, bankers and others, to prepare a comprehensive guide for the development process that includes project concept and programmatic design, development and operating budgets, service packages and pricing, marketing and operating plans, plan of finance, and critical time lines and responsibilities.     Back to top

Campus Development and Repositioning – managing the development process
We help our clients effectively manage and coordinate each phase of the development process, including pre-financing, construction and operations. Our role on the development team is a function of the level of assistance required by our clients in performing or managing the key elements of the development process, including:     

Turnaround Services – evaluating and redirecting existing operations
Our project turnaround services help clients to improve their financial performance and comply with debt covenants. We evaluate and provide recommendations on all aspects of facility performance, including marketing and occupancy, pricing and services, operating costs, capital structure, and physical plant. We incorporate our recommendations into detailed action plans and financial models that demonstrate the positive financial impact of implementing those recommendations.      
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Marketing and Sales – empowering the marketing process
We help our clients evaluate and manage their marketing and sales processes, both for existing and start-up communities.  Our services include performing marketing audits, drafting and reviewing marketing plans, providing sales training and oversight, and managing our clients’ marketing and advertising functions.     Back to top

Management and Operations – providing services efficiently and effectively
We provide an objective evaluation of existing and planned operations to help our clients develop and successfully execute their programs and services.  Our offerings include performing operational and technology assessments, revenue enhancement studies, project management services for the planning and implementation of strategic initiatives and operational plans along with management training and oversight.    Back to top