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brandcast (Goals for the website (one stop shop for the client for us and…

- - - - financial engineering
      - portfolio strategies & optimization
      - portfolio management & implementation
      - forensic research, due diligence
    - - (see other branch of portal)
      - custom assessments
        
        Problems (deck demensions are not the same off onedrive/sharepoint), (client cant see sharepoint in the website because they arent in our system)
        
        save the picture of the cover (click 1st slide, save a copy, change from ppt to png, upload to media file), export the pwpt as a pdf, and drag into the media file in brandcast, go to files tab, click copy link, insert the png image on the custom assessment page, and click the top right corner for the link, and hit external, then press ctrl c (of the linik of the file) and hit the "new tab" option, then size the image (this will open up the pdf on a serperate page, etc)
      - client portal
      - client metrics
  - - - salesforce broker manual
      - on boarding manual
      - pitching scripts
    - - research requirments
- - - - our apporach (due diligence)
        
        our results
        
        contact us
        
        our services
        
        negotiating on finance
        
        1c. fixed fee develpment
        
        1d. inverted rent cosntruction
        
        1b. debt financing arbitrage
        
        1a. accretive value arbitrage
        
        1e. hybrid leases
        
        1f. landlord break even
        
        mitigating lease impact on finanical statements
        
        2b. balance sheet optimization
        
        2c. p+l neutrality
        
        2a. ebitda enhancment
        
        2d. 467 tax sturcture
        
        3 portfolio strategy
        
        3c. location strategy
        
        3d. employee wellness
        
        3b workplace strategy
        
        3e. m+a due diligence
        
        3a. portfolio strategy
        
        3f. sustainability initiatives
        
        portfolio execution
        
        4b
        
        4c.
        
        4a.
        
        4d.
        
        4e.
        
        4f
        
        client portal
        
        Main client portal (tasks, do do's, overviewss)
        
        client metrics (deal or portfolio metrics)
        
        Transition portal (how to trnasition providers)
        
        Custom assessment capabilities
      - team bios
        
        greg
        
        monty
        
        david
        
        taylor
        
        luke
        
        mike h
        
        mike l
        
        jason
        
        carlyle
        
        haley
        
        john es
        
        jack g
        
        kreisten
        
        austin
        
        jamilia
        
        teresa
    - - covid resources
      - reboarding