Who we are
Wert-Berater, Inc. has prepared independent feasibility studies for lenders, certified development companies, and federal agencies since 1998 — more than four thousand engagements representing $40.2 billion in evaluated project value across all fifty states and international assignments. Our fiduciary duty runs to the lender and the agency, never to the sponsor’s optimism: fees are fixed, quoted up front, never contingent on findings, and a determination is never changed under pressure.
What we do
Event-venue feasibility is bookable-date arithmetic: the realistic number of sellable peak and off-peak dates, achievable venue fees and catering capture against the named competitive set, and the marketing reach required to fill the calendar from a regional draw. Winery and agritourism components add production economics and tasting-room conversion. Because these are special-purpose properties, the operating analysis carries the credit: access, parking, noise and land-use permissions, and the management capability behind the booking engine all receive direct treatment.
How we do it
Methodology surveys the competitive venue set for published and quoted pricing, models the wedding and event demand pool from regional demographics and marriage statistics, and builds revenue from date-level capacity rather than top-down market share. Hospitality components — boutique lodging, food and beverage — are modeled on their own economics and consolidated.
How we can help you
Engagements arrive under SBA 504 and 7(a) for owner-operators and conventional lending otherwise; SOP 50 10 8 special-purpose treatment is addressed where applicable. Representative work includes a $10,066,000 SBA winery, wedding and event estate with boutique lodging in Temecula, California, determined favorable with conditions, and event-venue analysis within the firm's broader hospitality practice.
How to engage us
Standard delivery is 10 to 15 business days from complete project data. Rush delivery for deals already in underwriting is accepted case by case for an additional fixed fee, quoted up front and committed in writing. Engagements are typically initiated by the borrower, with lender or CDC confirmation obtained before work begins — institutions differ, so confirm the procedure with your lending contact.