services

Management Consultant Reports for Bond Covenant Violations

The primary clients of CDS are not-for-profit, faith-based communities and provider organizations. Due to the current economic environment, many of our clients are required to engage a consultant for a bond covenant violation report. CDS’ approach is to provide our clients with results that will fulfill the reporting requirements AND improve financial and operational performance.

The CDS consultants have operational and financial expertise developed by working in similar situations across the country. CDS is experienced with Senior Living and long-term care credit structures and reporting requirements, and works closely with senior management and their credit partners. CDS’ operational expertise allows our firm to offer implementation assistance to your organization after the reporting requirements are satisfied.

CDS’ approach includes a comprehensive operational assessment, preparation and submission of the required management consultant report to the Bond Trustee(s) and participation in bondholder calls to present findings and answer questions.