“We’ve been working with Rick for several months now, and the experience has been invaluable. He is approachable, attentive, and easy to work with—someone who checks in regularly and genuinely cares about the process. With a long history in this niche specialty, Rick not only knows how to prepare a strong business plan and funding request, but he also understands the intricacies of the hospitality market and the lenders most receptive to this type of project. Rick was especially encouraging when it came to analyzing the numbers, business plans, and spreadsheets that are, not surprisingly, part of the prequalification process for a loan. He gave us on-point insights into how to polish our business plan and, at times, was instrumental in opening our eyes to opportunities we might have overlooked. At the same time, he was grounded and realistic when our excitement risked getting the best of us. What we value most is his honesty. Sometimes he doesn’t say what we want to hear, but always what we need to hear. He challenges our assumptions, offers constructive criticism, and works with us through discussions to arrive at the most logical, beneficial conclusions. He isn’t a know-it-all authority—he’s a true partner. The journey is ongoing, but we feel confident and reassured with Rick’s guidance. For aspiring innkeepers like us, having someone with his experience and perspective makes all the difference.
Cheers,
Carlos & Alonso
