Commercial & Portfolio · Excel + PDF
Assisted Living Acquisition Kit
Review an owner-operated assisted living acquisition using capacity, collections, staffing and operating costs.
What you enter
- Licensed capacity, occupancy and resident fees
- Staffing and operating costs
- Acquisition price and debt terms
What you get
- Operating cash flow and coverage
- Occupancy break-even
- Acquisition funds and downside results
How to use it
- Submit your email to unlock the workbook or tool. Any PDFs below download directly without an email.
- Save a working copy, review the instructions and replace the example with your records.
- Check the results against your lender’s terms and retain a dated copy for the property.
Excel workbooks contain editable inputs and formulas. Example assumptions are illustrative; they are not current market quotes or financing commitments.