Valuation, Analysis and Strategy

Sherman & Roylance offers free valuations to owners who want to understand the financial worth of their independent living, assisted living, or skilled nursing facility in the current market. This complimentary, confidential service gives you a clear picture of your asset’s current value within its specific marketplace, putting you at a more informed advantage whenever you make selling or holding decisions.

When a valuation helps

Valuations serve owners well beyond those who are ready to sell. S&R’s health care valuations are useful for owners considering:

• Sale-leaseback arrangements
• Portfolio management and optimization
• Exit and succession planning
• Refinancing
• Estate planning
• Expanding or contracting an existing portfolio
• Corporate restructuring
• Bankruptcy and distressed situations

How the analysis works

All information provided to the S&R team is kept strictly confidential. Our analysts review the physical plant and its current financial performance relative to the marketplace category your facility fits into, comparing it against real, current market conditions. The result is a valuation and a pricing strategy that is achievable in the current market, priced to attract qualified buyers while capturing the full value of the asset.

Strategy, not pressure

A valuation is the starting point for a conversation about strategy. S&R will never pressure you to sell your property; the team simply serves as a trusted, knowledgeable part of your decision-making process. Whether you plan to sell this year or simply want to know where you stand, that clarity is valuable on its own. Request a valuation to begin.

Frequently Asked Questions

Is the valuation really free?

Yes. The valuation, analysis, and strategy service is complimentary and confidential.

Do I have to sell after getting a valuation?

No. S&R will never pressure you to sell. Many owners request a valuation simply to understand where they stand.

What information do you need from me?

We review your facility’s physical plant and current financial performance. All information you share is kept strictly confidential.

How is the value determined?

We assess your asset relative to the marketplace category it fits into and current market conditions, producing a valuation and an achievable pricing strategy.