04

Financing Advisory

Strategic financing advice for fuel retail, convenience, and roadside property investments. We help borrowers structure funding, strengthen lender confidence, and secure finance aligned with their commercial objectives.

Typical timeline

2–5 weeks

Engagement basis

Project Based

Coverage

Canada-wide

Confidentiality

Lender Confidentiality

All Services

01 Acquisitions & Dispositions

02 Valuation & Feasibility

03 Due Diligence

04 Financing Advisory

05 Development & Site Selection

06 Environmental & TSSA Compliance

Not sure which service applies? Describe the decision and we will tell you what we would look at first.

THE PROBLEM

Securing finance for forecourt assets requires more than submitting financial statements. Lenders expect a clear understanding of asset performance, repayment capacity, operational risks, and future growth potential. Poorly structured finance proposals often result in delays, higher borrowing costs, or declined applications.

OUR APPROACH

We work with business owners, investors, and developers to prepare finance-ready opportunities that meet lender expectations. By combining commercial analysis, financial modelling, and market insight, we help clients present stronger funding proposals and negotiate financing with confidence.

What the engagement covers

A

Funding strategy

Assess financing objectives and recommend the most appropriate lending structure based on the asset, investment strategy, and long-term business goals.

B

Financial modelling

Develop detailed financial models including cash flow projections, debt servicing capacity, investment returns, and sensitivity analysis.

C

Lender readiness review

Review financial documentation, operational performance, and supporting information to ensure the transaction is ready for lender assessment.

D

Finance proposal preparation

Prepare professional funding submissions that clearly communicate the strength of the opportunity, supported by commercial and financial evidence.

E

Lender engagement support

Assist during discussions with banks, private lenders, and financial institutions by providing commercial insights and responding to information requests.

F

Financing recommendations

Provide independent advice on funding options, borrowing structures, repayment considerations, and financing risks before commitments are made.

How the work runs

STEP 01

Discovery

Understand the project, financing objectives, capital requirements, and proposed investment structure.

STEP 02

Financial assessment

Review financial performance, forecast cash flows, and prepare supporting analysis for funding applications.

STEP 03

Funding preparation

Develop lender-ready documentation, financial models, and commercial summaries to strengthen the finance application.

STEP 04

Funding support

Provide ongoing support during lender review, negotiations, and financing approval until the transaction is completed.

What you receive

DELIVERABLE

FORMAT

TIMELINE

Financing strategy report

PDF report

2–5 Weeks

Financial model & cash flow projections

Spreadsheet

With report

Lender-ready funding submission

PDF Package

With report

Funding risk & repayment analysis

Included in report

Within 5 days

Frequently asked

Do you arrange finance directly?

No. We act as independent advisors, helping clients prepare stronger funding proposals and providing strategic guidance throughout the financing process.

Can you assist with acquisition financing?

Yes. We regularly support clients seeking finance for acquisitions, portfolio expansion, redevelopment projects, and refinancing existing assets.

Which lenders do you work with?

Our advice is independent and can support applications to banks, private lenders, institutional investors, and other commercial finance providers.

Can you review an existing financing proposal?

Yes. We can assess existing finance structures, identify potential risks or improvements, and recommend strategies that better align with your commercial objectives.

Forecourt Advisory strengthened our funding proposal with detailed financial analysis and commercial insight, helping us secure financing on more favourable terms than originally offered.

Commercial Property Investor, Alberta

Need a defensible number?

Start with a confidential conversation — no obligation, no information shared without your consent.