WHAT WE DO
FUTURE STATE
STRATEGY AND
PLANNING

Achieve your goals with the best strategy, solutions, and pathways for your organization. Every situation, problem, and person is unique, and cannot be treated with the same template. That’s why OnePoint combines a dynamic approach and diverse interdisciplinary expertise to help each client navigate the optimal way forward based on their realities and goals.






COMPREHENSIVE STRATEGIC ADVISORY
Build the foundation to succeed today and tomorrow. OnePoint understands market opportunities and limitations — and how to position our clients’ products and services to capitalize on the potential of both. Together, we work to create a strong future state plan that maintains current successes and fuels future growth. We do this by bringing to bear:
- A custom positioning strategy underpinned by both art and science
- In-house research facilitation, analysis, and interpretation
- Renowned strategic advisory experience
COMMUNITY PERFORMANCE
COMMUNITY PERFORMANCE
Grow occupancy, boost revenue, and put your strategy into action. With no major multi-year commitment or unexpected additional fees, our approach is built from the ground up to achieve your specific goals. We not only help identify root causes that may be hindering performance, we also focus on identifying those areas where you shine in order to leverage that inherent strength you’ve created. Whether you desire a long-term partnership to support ongoing operations and revenue generation or a short-term assist to help enhance your community’s performance, our comprehensive, multi-disciplinary advisory services put your goals, team, and mission first.
- Strategic coordination of sales, marketing, operations, positioning and financial performance
- Best in class reporting and communications
- Effective communication with capital partners in distressed or at-risk situations
FINANCE & CAPITAL
Position your big picture capital strategy for growth, un- certainty, and the reality of a changing world. OnePoint goes beyond basic financial feasibility to provide an optimal solution for finance-ability. We tap into our well-established network of capital relationships, penchant for out-of-the-box thinking, and breadth and depth of experience to help our clients execute effective capital formation strategies.
- Dedicated fiduciary responsibility to clients/sponsors as a Municipal Advisor registered with the SEC through OP Capital Advisors, LLC
- Innovative capital sourcing for projects outside traditional lenders’ typical “strike zone”, including those that otherwise may not be financeable, carry less desirable terms, or cost more.
- Specialization in distressed situations with proven experience delivering strong outcomes to sponsors and residents.
*All municipal advisory services are provided by OP Capital Advisors LLC, a SEC and MSRB registered municipal advisor
DEVELOPMENT
Develop the most effective and sustainable assumptions, financial model, and project pathway. Once a plan and strategy is established, we help bring it to life. Because our expertise is integrated into the process well before execution (which we call “Informing the Future State”), we ensure our development strategy is built on sound assumptions and acknowledges the realities of likely project execution pathways, including:
- Development of realistic, well-informed assumptions on project costs and schedule
- Knowledge of the intricacies of specific capabilities necessary for a given project team
THE ONEPOINT PHILOSOPHY
Learn more about our tailored, multidisciplinary approach to senior living advisory services.