Wert-Berater, Inc. — Independent Feasibility Study Consultants
Feasibility Study Blog · Lender Process

The Feasibility Study Data Room

Delivery in 10 to 15 business days starts the day the data is complete. Here is what complete means.

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The Feasibility Study Data Room

Every feasibility timeline has two clocks: the analyst’s and the data’s. The analyst’s clock is predictable — a standard Wert-Berater study runs ten to fifteen business days. The data’s clock is the variable, and sponsors control it. A complete package at engagement starts the analyst’s clock immediately; a trickle of documents restarts analysis with every arrival.

Complete, for most projects, means: the development budget with its basis (bids, estimates, contracts), site plans and drawings at their current stage, the entitlement record (zoning confirmation, permits issued or in process), site control documentation, the proposed financing terms, sponsor and guarantor financials, historical operating statements where an existing business is involved, any executed revenue evidence — leases, contracts, letters of intent, franchise agreements — and the third-party reports already in hand: environmental, survey, geotech, appraisal if it exists.

The Items Sponsors Always Forget

Three documents are chronically late and chronically decisive. The utility commitments — will-serve letters — because capacity assumptions without them are hopes. The insurance quotes, because coastal, special-purpose, and processing assets carry premium loads that move coverage materially. And the management evidence — the named GM’s résumé, the executed management agreement — because the management dimension cannot be analyzed from an org chart with empty boxes.

The contact page at wert-berater.com carries a secure document-upload facility precisely for this purpose; engagements move fastest when the data room arrives with the engagement letter.

Donald Safranek, MSc — President and feasibility study consultant, Wert-Berater, Inc.
Donald Safranek, MSc

President, Wert-Berater, Inc. — independent feasibility study consultants since 1998. More than 4,000 feasibility studies completed across all 50 states and internationally, evaluating $40.2 billion in project value for SBA, USDA, EB-5, conventional, and institutional financing decisions. Fiduciary duty runs to the lender and agency in every engagement.

+1 310-857-2443 ext. 800  ·  email  ·  1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208

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Independent feasibility studies since 1998 — 4,000+ engagements, $40.2 billion in evaluated project value. Standard delivery in 10 to 15 business days. Fiduciary duty to the lender and agency.

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Wert-Berater, Inc. · 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208 · +1 310-857-2443 ext. 800 · email · Blog Index · Privacy · Terms · Site Map