What to Prepare Before a First Consultation

A first meeting with a financial consultant can make the difference between a superficial analysis and a solid feasibility study. Knowing what to bring to the table streamlines the process and avoids detours.

At Costalice, we work with investors in the business tourism sector who seek to evaluate commercial real estate assets in developing coastal areas. Experience shows us that clients who arrive better prepared obtain more accurate cash flow projections and budget optimization strategies that are more aligned with the project's reality.

Basic asset documentation

The first thing is to have the legal and technical documentation of the property on hand: deeds, cadastral plans, building permits, and any soil or environmental impact studies. Without these papers, the operating cost analysis starts with assumptions that may deviate from reality.

Available financial history

If the asset already generates income (rent, hotel operations, commercial space leases), it is useful to have the income statements from the last three years. This helps identify seasonality patterns and recurring fixed costs. For new projects, an estimated construction budget and a tentative schedule are sufficient.

Investor objectives and constraints

Beyond the numbers, it is important to define the investment horizon, acceptable risk level, and liquidity constraints. For example, an institutional fund may prioritize long-term profitability, while a private investor seeks returns in less than five years. Having this clear from the first consultation allows the feasibility study to focus on the scenarios that truly matter.

With these elements ready, the first consultation becomes a concrete working session, not a generic exploration. The result is a cost analysis and asset valuation that directly responds to the client's situation.