Confidential review of a portfolio of homes

Our client wished to carry out the covert review of a medium sized portfolio of services with a view to possible acquisition however formal access was not possible.

HCMS mystery shopped all services using highly  qualified managers with years of experience of care home operation. Being able to assess the quality of a service, identify CAPEX requirements and Health and Safety risks and compare staff performance with other services, we were able to determine how badly or how well services were performing and, with reference to available financial information produce forecasts of future performance.

Being able to gain comfort as the worst, likely and best case future trading outcomes the client was able to assess the performance of current management and to estimate the potential upside in the portfolio.