Medro Updates

Sale-Leaseback or Refinance? Start With a Decision File

By Don McClain

By Don McClain | Founder & Principal, Medro Advisors

Comparing a sale-leaseback with refinancing takes more than a headline proceeds figure. Owners should document expected cash, ongoing occupancy costs, lease restrictions and unresolved tax or financing questions in one decision file.

Assign each open item to the appropriate adviser and identify which decisions depend on it. This keeps the capital strategy connected to the operating business.