| Step 1 | Define client’s goals and objectives. |
| Step 2 | Review existing lease or ownership entity documents. |
| Step 3 | Understand timing, budget, location parameters, amenity requirements and image preferences. |
| Step 4 | Conduct preliminary market survey based on preliminary needs analysis. |
| Step 5 | Based on client feedback, conduct a second market survey focusing on a handful of properties. |
| Step 6 | Tour and evaluate properties. Review client’s likes and dislikes. |
| Step 7 | Assemble a professional team which can include an attorney, space planner, interior designer and finish contractor. |
| Step 8 | Select top alternatives, generate RFP’s (request for proposals), negotiate terms and conditions. |
| Step 9 | Provide clients with a spreadsheet analysis showing the financial impact of various alternatives. |
| Step 10 | Select a target property. Review the lease or contract with an attorney to ensure business points are covered and client is adequately represented. |
| Step 11 | Monitor construction or coordinate due diligence. |
| Step 12 | Assist in the final walk through of property and prepare a punch list of unfinished items. |
| Step 13 | Prepare lease abstract that outlines basic terms, conditions and key dates for tenant. |