Marcie’s standout
Capital Project Planning and Oversight
Someone on your side of the table for a new building, expansion, buildout or major equipment project, from the first budget to the final punch list. The aim is a project built to plan that doesn’t starve the rest of the business of cash.
Why Marcie
Owner’s representative on more than $150 million in projects
As Director of Business Operations for a large school district, Marcie served as owner’s representative on more than $150 million in capital outlay and construction projects. She has also worked at two commercial brokerage and development firms.
“On big projects, the timing hurts more often than the total. Cash goes out faster than it comes in, and the rest of the business feels it.”
The questions it answers
- 07Can you fund your growth without straining cash or taking on debt you’re uneasy about?
- 10When a big decision comes up, do you have a trusted advisor to think it through with?
- 01Will you be able to meet your operating expenses over the next six months?
Before you commit
Planning
A full project budget
Including contingency, so surprises have somewhere to land.
When the cash goes out
Timing of every major payment, laid against your 12‑Week Cash Flow View and forecast.
How to pay for it
Cash, a loan, a lease, or a mix, with the effect of each on the rest of the business.
While it’s built
Owner’s‑side oversight
- Help comparing bids
- Review of pay applications and draw requests against work completed
- A change‑order log and a clear approval process
- Budget, committed and spent, tracked every month
- A monthly one‑page status report for you
- Attendance at key owner, architect and contractor meetings
- A closeout checklist
Where our role stops
Marcie works on the owner’s side as your representative. She isn’t the architect, engineer or contractor, and she doesn’t certify work quality or code compliance. Your attorney reviews construction contracts.
Typical investment
Planning is a fixed‑fee project, and it’s included in Profitable Growth. Oversight is a monthly fee for the life of the project, added to any monthly partnership or on its own.
Questions
Questions
How early should we talk?
Before you sign anything. The budget and the way you pay for it are easiest to shape at the start.
Do you work with our contractor or against them?
With them. We represent your interests, and a clear process for pay applications and change orders tends to make the whole project calmer for everyone.
Is this only for buildings?
No. It fits any large one‑time spend: a buildout, a second location, or a major equipment purchase.
Planning a big project?
Talk it through before you commit.