Moore Financial Services is a boutique financial
services firm with a strong focus on serving the needs of Senior Management to help execute their strategic plans.
We specialize in a number of compatible financial/insurance tools that can be
implemented individually or in combination with others in our portfolio of products to best serve your needs and help grow
and sustain your enterprise, or assist in your exit/succession planning.
- ASSET MONETIZATION
is a process of utilizing the value of core and non-core real estate by implementing a Sale/Leaseback to monetize an
otherwise dormant asset. It's possible to retain the use of the real estate without actually owning it.
COMMERCIAL INSURANCE
PRODUCTS including but not limited to: Structured Installment Sales, General Liability, Medical Malpractice
Liability, Pollution Liability, Workers Compensation, Representation & Warranties (R&W), Captive Insurance Programs,
Surety Bonding, Employee Benefits, Claims Management.
HUD/FHA
INSURED GOVERNMENT PROGRAMS that serve the Senior Housing and Healthcare industries as well as others.
MEDICAL ACCOUNTS RECEIVABLE FUNDING (MARF) an alternative Funding Approach
For Working Capital, utilizing a potentially dormant asset i.e. Medical A/R (This financial tool is available for most every
commercial enterprise).
- LIFE SETTLEMENTS is
the sale of a life insurance policy by a senior over the age of 65 to an institutional investor. Today, many seniors are using
the proceeds from a senior settlement to finance senior housing and long-term care needs. Additionally when a "Key Man/Woman"
exits the firm, the no longer need insurance policy/asset can provide additional funds to help in the redemption of a senior
partners equity position. The proceeds are unrestricted and can be used for any purpose.
