Capabilities
Built for owners, founders, and investors, across services, consumer and luxury brands, design, technology, logistics, and real estate. The catalog below is the same whatever the business sells.
Advisory Services
Three groups of work.
Financial infrastructure Cash visibility that holds
Cash Flow Model
Project
A rolling thirteen week forecast built from your own receipts and commitments, then handed over with a maintenance protocol so the team can run it without us.
DeliverableThe working model, a written protocol, and one training session.
Driver-Based Forecast and KPI Dashboard
Project
A model tied to the real operating levers of the business rather than last year plus ten percent, plus a dashboard the owner will actually open.
DeliverableDriver model with scenarios, live dashboard, and a definitions sheet for every metric.
Monthly Reporting Package
Retainer
Financial statements with written variance commentary, KPI trends, and an agenda built around the decisions that month actually requires.
DeliverableA packaged monthly report and a standing review.
Decision support The memo behind the decision
Investment and Underwriting Memo
Project
Full analysis of a specific acquisition, expansion, or capital decision, written to the standard a committee or a lender expects.
DeliverableWritten memo, underlying model, sensitivity set, and a stated recommendation.
Market Entry Analysis
Project
Sizing, entry mode, cost structure, and regulatory risk for a business entering a new market. Available globally, with engagement experience across the United States, the EU, and Latin America.
DeliverableEntry analysis, cost and staffing model, and a phased plan with decision gates.
Valuation and Exit Readiness
Project
What the business is worth, what depresses the number, and what to fix first. Prepared for the owner, not for a marketing exercise.
DeliverableValuation range with method, a diligence gap list, and a ranked remediation plan.
Execution Systems that run themselves
AI Readiness and Opportunity Assessment
Project
A structured read of the tools, data, and workflows already in the business, delivered as a ranked list rather than a vendor tour.
DeliverableWritten assessment, a ranked opportunity list scored on cost, effort, and payback, and a go/no-go call on each item.
AI Strategy and Implementation Roadmap
Project
Build versus buy, vendor and model selection, phased sequencing, and the governance guardrails, written before anything ships.
DeliverableWritten roadmap, vendor shortlist with a stated recommendation, a governance one-pager, and a phased plan with decision gates.
AI and Automation Build-Out
Scoped per engagement
Replacing manual reporting, data entry, and follow-up with systems that run themselves. Bank and ledger feeds, document handling, client and vendor follow-up, and the assembly of the monthly package.
DeliverableWorking automations in your own systems, documentation, and a named owner on your side trained to run them.
Fractional Finance Support
Retainer
Senior finance capability delivered on a defined cadence rather than as a headcount. This is a delivery mode for the work above, not a seat on your org chart.
DeliverableA fixed monthly cadence of reporting, forecasting, and decision support.
Fractional AI Integration Support
Retainer
Ongoing capacity to keep the automation and AI layer current: evaluating new tools before they get bought, retraining prompts and models as the business changes, and running adoption with the team that has to use them daily.
DeliverableA fixed monthly cadence of build, maintenance, tool evaluation, and adoption support.
How to read this
Fees are based on each engagement (entity count, data condition, and jurisdictions in play).
Valuation work is not certified appraisal or fairness opinion. We do not sign filings, give tax or legal advice.
Real Estate Capital
Analytical and operational support for investors and Real Estate Investment Trusts (REITs). Third-party evaluations for investors who need another set of eyes before capital moves.
Two groups of work, and one boundary.
Investor due diligence Deal underwriting
Deal Underwriting and Financial Model
Per deal
Underwriting of a specific opportunity, built to the standard a capital partner expects to see. Can be bought on its own, one deal at a time.
DeliverableWorking model, sensitivity set, and a written memo with a stated recommendation.
Third-Party Evaluation
Per deal
An independent read of a deal or an existing holding for an investor who needs another set of eyes before committing.
DeliverableWritten evaluation, the assumptions we would change, and the questions to put back to the deal team.
Market and Submarket Analysis
Per engagement
Comparable sets, absorption, and the demand drivers behind a market or asset class, written for the investor weighing an entry.
DeliverableWritten analysis with the comparable set and the sources behind it.
Company expansion Criteria & systems
Acquisition Criteria Design
Per engagement
Written criteria for an investor scaling into a new market or asset class, so every opportunity is screened the same way.
DeliverableA criteria sheet, a scoring template, and the pass or fail thresholds.
Pipeline Screening
Per engagement
Opportunities the investor has sourced, screened against the stated criteria, with the reason behind each pass.
DeliverableScreened pipeline with scores and a short note on each opportunity.
Process and Systems Build-Out
Per engagement
Intake, underwriting templates, tracking, and reporting for the acquisition team running the pipeline.
DeliverableDocumented process, working templates, and a named owner on your side trained to run them.
Ongoing Analytical Coverage
Retainer
Standing coverage of a pipeline or a portfolio on a fixed monthly cadence, scoped to volume.
DeliverableA fixed monthly cadence of screening, underwriting, and reporting.
What we do not do Scope boundary
Scope and compliance statement
Morro Advisory Group does not act as a broker in any capacity. We do not hold property, do not transact as a principal or on behalf of investors or property owners, do not represent property owners, and do not perform any activity requiring a real estate license. All work is financial analysis and evaluation delivered to the investor or REIT that engages us, which holds the capital, makes the decision, and carries its own licensing and compliance in each jurisdiction. No fee is tied to whether a deal closes or to the value of a transaction. Evaluation of a syndication, fund, or REIT interest is financial analysis only, not investment advice or a securities recommendation. Valuation work is not a certified appraisal.
Where the line sits
| The investor | Morro Advisory Group |
|---|---|
| Sources and negotiates | Evaluates the opportunity against the stated criteria |
| Holds capital and signs | Builds the model and writes the underwriting memo |
| Carries licensing and compliance | Delivers analysis only |
| Owns the decision | States the recommendation and the assumptions behind it |
Who the client is
Investors and REITs. We are engaged by the party making the decision and work only for that party.
Fee structure
Fees are fixed per model or fixed per month. No fee is tied to whether a deal closes or to the value of a transaction.
How to engage
Three routes in, all equal. A single deliverable is a complete engagement, priced and scoped as one.
Route I
À la carte
One named deliverable. Fixed fee, fixed timeline, handover and done.
Route II
Bundled Program
Two or more deliverables sequenced across 60 to 180 days at a program fee.
Route III
Retainer
Ongoing capacity on a fixed monthly cadence. Six month minimum.
Retainer seats
Route III capacity comes in three seats. Each is scoped as management or operational, in writing, before it starts.
Seat I
Fractional CFO
The capital structure, the margin, and the reporting the owner actually runs on.
Seat II
Fractional CEO
The plan, the team, and the cadence that holds them, at board level or in the day to day.
Seat III
Fractional AI Integration Specialist
The tool stack, the automation layer, and the adoption roadmap.
Retainer terms
Six month minimum
The floor for retainer clients. Shorter work is a project, priced as one.
Exit criteria in writing
Defined at the start, so both sides know what completion looks like before the first invoice.
Reviewed every 90 days
Deliverables are re-read each quarter and adjusted in writing if the work has changed.
Project fee credited
Against the first month of a retainer that starts within 30 days of handover.
Full services report
Morro Full-Service Offerings
Nine sections covering the premise, the method, every deliverable, the real estate scope boundary, and the fee ranges for each line of work. Sent on request.
Getting started
Forty-five minutes, then a scoped proposal in seven to ten business days.
Bring what the business is trying to decide. No materials required for the first conversation.