Wert-Berater, Inc. — Independent Feasibility Study Consultants
Wert-Berater, Inc. · Standards

Methodology & Data Sources

What a Wert-Berater feasibility study is built from: the evidence standard applied to every assumption, the third-party sources behind each analytical section, how the financial model is constructed, who reviews it, and what the work does not claim to do.

Independent practice since1998
Fee basisFixed, never contingent
Standard delivery10–15 business days
Methodology consistent withUSPAP principles

This page exists so that a lender, a credit committee, an agency reviewer or a project sponsor can see how our conclusions are reached before they read one of our reports. Nothing here is engagement-specific. It is the standing methodology the firm applies across feasibility studies, market and demand studies, and valuation work.

The evidence standard

The governing rule is simple and it is applied without exception: every assumption in a study traces to a stated source, and every conclusion follows from the evidence on the page. A number that cannot be sourced does not enter the model. Where an input is an estimate rather than a published figure, the study says so, states the basis for the estimate, and tests the conclusion against a range rather than a point.

This matters because a feasibility study is read adversarially. A credit officer, an agency reviewer, or opposing counsel in a dispute will look for the assumption that carries the conclusion and ask where it came from. A study that cannot answer that question fails at exactly the moment it is needed.

Three things a Wert-Berater study will never contain: a revenue projection with no demand-side derivation, a rate or absorption assumption with no comparable support, and a conclusion that the reader cannot reconstruct from the exhibits.

Third-party data sources

The firm licenses and consults published third-party data rather than relying on sponsor-supplied figures. The sources below are the ones that recur across engagements; a given study names the specific releases, dates and geographies it used.

Analytical sectionSources consultedWhat they support
Industry structure & operating benchmarksIBISWorld industry reportsSector revenue and cost structure, margin ranges, competitive dynamics, industry-level growth outlook used to sanity-check sponsor projections
Labor market & wagesU.S. Bureau of Labor Statistics (OES, QCEW, CES, CPI)Occupational wage rates by metropolitan area, staffing cost build-ups, employment base of the trade area, inflation adjustment of historical figures
Demographics & trade areaU.S. Census Bureau, American Community Survey, Esri demographic dataPopulation, household counts and formation, income distribution, age cohorts, commuting patterns, and the demand base for capture-rate analysis
Commercial real estateCBRE, JLL, Cushman & Wakefield and CoStar market researchSubmarket rents, vacancy, absorption, cap rates, construction pipeline and comparable transaction evidence
HospitalitySTR performance data, HVS market researchOccupancy, average daily rate and RevPAR for the competitive set; supply pipeline; penetration and fair-share analysis
Construction costRSMeans cost dataIndependent verification of the sponsor's construction budget by system and by square foot, and the basis for a cost-contingency opinion
Energy & fuelsU.S. Energy Information AdministrationFuel and electricity price series, consumption and capacity data for energy, fuel-retail and industrial projects
Agriculture & foodUSDA National Agricultural Statistics ServiceCommodity prices, production and yield data, processing capacity and crush/throughput assumptions
Traffic & transportationFederal Highway Administration and state DOT traffic countsAverage daily traffic at the site, capture-rate derivation for travel centers, fuel retail, hotels and roadside commercial uses
Operating & credit benchmarksRMA Annual Statement StudiesPeer financial ratios by industry and revenue band, used to test the sponsor's projected margins, leverage and coverage against comparable operating businesses
Macroeconomic & credit conditionsFederal Reserve releases and FRED seriesInterest-rate environment, index rates underlying debt-service assumptions, and the stress scenarios applied to them
Economic impactIMPLAN and Bureau of Economic Analysis RIMS II multipliersDirect, indirect and induced employment, output and fiscal effect where an engagement calls for impact analysis

Where a project is genuinely niche — a specialised processing facility, an unusual institutional use, a market with no published coverage — published data will not answer the question on its own. In those cases the study relies more heavily on primary research, and says so plainly rather than borrowing a proxy industry and presenting it as though it fit.

Primary research

Licensed data establishes the frame. It does not, by itself, establish that a specific project in a specific location will perform. Primary research closes that gap:

Comparable selection is defended rather than assumed: each comparable is verified to source, weighted on stated criteria, and adjusted through a documented methodology, with the indicated ranges reconciled to a conclusion rather than averaged.

Financial model construction

The model is a deliverable in its own right, not a scratch pad behind the report. It is built so that a reviewer can open it and test the conclusion themselves.

Regulatory frameworks the work is organised to

A study is only useful to a lender if it is organised the way the reviewer reads it. The firm writes to the framework that governs the credit:

Review before release

No report leaves the firm on a single analyst's signature. Each engagement carries a named analyst, a lead and a reviewer, and the reviewer's role is substantive rather than clerical. Before release, the model is recalculated from the assumptions tab forward and the report is cross-referenced against the firm's fixed internal checklists — a 20-point review of the narrative and a 22-point audit of the model — covering source attribution, internal consistency between the narrative and the exhibits, arithmetic integrity, and completeness against the governing framework. A study that fails any item goes back to the analyst rather than out to the client.

Independence

Every engagement is fixed-fee and quoted in writing before work begins. Compensation never depends on a finding, on a conclusion of value, or on whether financing is ultimately obtained. The firm does not arrange, package or place financing, holds no interest in the projects it studies, and takes no position on whether a lender should approve a credit.

The consequence is the point: where a project does not support the debt proposed, the report says so. That is the reason our reports are accepted for third-party review, and it is also the reason a sponsor should not retain us expecting a particular answer.

What a feasibility study does not do

Stating the limits is part of the methodology, not a disclaimer bolted to the end of it.

Currency of the work

Market data ages. A study reflects the market as of its stated effective date, using the most recent releases available at that time. Where a credit decision is made materially later than the effective date, the responsible course is a study update or recertification rather than reliance on stale figures.

Questions about methodology

Lenders and agency reviewers are welcome to ask how a particular conclusion was reached before commissioning work, and we will answer at the level of detail the question requires. Methodology enquiries go to Donald Safranek, MSc, President, who retains principal review responsibility on the reports the firm issues.

Ask how the conclusion would be reached before you commission the work.

Independent feasibility studies since 1998. Fixed fee, quoted before any work begins, never contingent on the finding. Standard delivery 10–15 business days; RUSH delivery available at additional cost.

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