Services To Independent Schools
LEORA principals and consultants possess wide-ranging experience in many areas of non-profit management. LEORA’s capabilities include:
| Financial Consulting Services |
Credit Services |
- Operational results analyses
- Feasibility assessments
- Market and opportunity analyses
- Budget assistance
- Pro forma operational modeling
- Financial sensitivity analyses
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- Organizational credit review
- Credit rebuilding and capacity
- Credit documentation
- Integrating credit into strategic planning
- Interest rate & credit cost monitoring
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| Banking & Lender Selection Process |
Strategic and Long Range Planning |
- Lender packaging and presentations
- Issuance cost development & evaluation
- Financing option review
- Cash flow coordination
- Pricing advice and negotiation
- Coordination with other banking service needs
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- Integrating financial plans into long range strategic plan
- Multi-year land and facility capital plans
- Sensitivity analysis for long-range financial assumptions
- Debt accounting, reporting & compliance planning assistance
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| Local Government Assistance |
Fund Raising Coordination |
- Identification of local government partnership options
- Intergovernmental agreements
- Planning and zoning policy considerations
- Government tenant options
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- Coordination with capital campaign managers & consultants
- Campaign literature review
- Benevolent investor options
- Analyzing financing-to-grant opportunities
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Experience – Leora consultants have successfully closed financings and consulted with the following independent schools:
- The Evergreen School
- University Preparatory Academy
- Seattle Academy of Arts & Sciences
- Open Window School
- The Island School
- Bastyr University
- Bertschi School
- Pilchuck School of Glass
- Charles Wright Academy
- The Overlake School
- Seattle Country Day School
- Gonzaga Preparatory School
- Eastside Catholic High School
- Annie Wright
- Puget Sound Environmental Learning Center
- Villa Academy
- Forest Ridge Academy of the Sacred Heart
- The Bush School
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