Prepared for lenders, CDCs, and federal agencies to SBA SOP 50 10 8, USDA RD Instruction 5001, and conventional underwriting standards. Fiduciary duty runs to the lender and the agency, never the borrower. More than 4,000 studies since 1998 covering $40.2 billion in evaluated project value.
Shrimp production — brackish ponds, indoor tank systems, and biofloc intensification — competes against a deep import market, so the feasibility case must identify the premium the domestic operation captures: freshness, live product, traceability, or proximity to chef-driven demand. The study quantifies that premium channel by channel, validates the production technology's record at the proposed intensity, and treats biosecurity as the core technical question, since disease events define the category's loss history.
Crop-cycle cash modeling across multiple annual cycles, post-larvae supply and cost documented by source, energy loads for heated indoor systems built from the engineering design and regional power data, and survival-rate sensitivity spanning the documented commercial range rather than the vendor's brochure figure.
Every Wert-Berater financial model is fully linked with no hardcoded values, so any reviewer can stress any input. Deliverables comprise a complete narrative report and the linked Excel model, with ten-year pro forma, sensitivity analysis at ±5, 10, and 15 percent, interest-rate stress from +0.5 to +3.0 percent, and ratio analysis benchmarked against RMA and IBISWorld data.
SBA engagements are prepared to SOP 50 10 8, including its debt-service-coverage minimums of 1.15x operating and 1.00x global. USDA engagements follow RD Staff Instruction 5001 across the Business & Industry, Community Facilities, REAP, and Value-Added Producer Grant programs. Conventional engagements are built to the lender's stated coverage standard, typically 1.20x. Indoor and biofloc systems are equipment-heavy credits suited to SBA and conventional structures; coastal pond operations in eligible rural areas fit USDA frameworks with the 5001 technical factors governing.
Shrimp engagements integrate the firm's cold-chain and food-distribution analysis, since the harvest's value depends on the cold path between pond and plate. Independence is non-negotiable: determinations follow the evidence and are not revised under pressure, and studies are built to pass lender, agency, and third-party review without exception items.
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