Capital Insights

Align the Entities Before You Align the Capital

By Don McClain

Map the operating business, property owner and proposed borrower before discussing capital. Date each entity's summary, reconcile obligations and intended uses, and keep intercompany transfers visible so cash is not counted twice. Separate paid expenditures from remaining needs and existing debt from proposed refinancing. Don McClain's new article provides the broader preparation framework. Medro Advisors coordinates capital conversations through The Medro Funded Platform℠ on a retained basis, with an engagement process and advisor assignment. Begin with a non-confidential objective and arrange secure document sharing. This is preparation guidance, not accounting or transaction-specific advice.