SERVICES

Grove Advisory Group partners with K–12 schools, school support intermediaries, funders, and community-based nonprofits to align finance, capital, and real estate strategy with their mission.

Services include:

  • C-level advisory and fractional CFO services 

  • Early-stage feasibility & capital planning  

  • Developing project budgets and financing solutions  

  • Vetting and assembly of project team members 

  • Quarterbacking facility execution (site search, acquisition, leasing, and development)

  • Shepherding schools through loan underwriting; quarterbacking financial transactions 

  • Preparation for authorizer, board, lender & investor meetings 

  • Development of portfolio and loan management systems and solutions

Sara led the development of our hiring process, which culminated in hiring and onboarding a strong senior real estate leader. In addition, Sara advised me directly to ensure each of our real estate projects was appropriately staffed, and tracking to on time and on budget delivery. Finally, Sara led the build out of many real estate systems, including a comprehensive lease portfolio tracker, standardized form for project initiation and financial approval, contract and invoice trackers and process flow, and loan draw tracker and process flow. These systems are excellent, remain in use today several years later, and continue to comprise the backbone of our internal real estate processes.
— Chief Financial Officer (Former Client)
Sara took a crucial project from a mess to clarity, from a money pit to under budget, and from delayed to delivering on time. She found ways to save us money, helped lead community engagement planning, and discovered problems none of us knew — then figured out how to solve them. I thought she would get this project under control, which she did — but she also untangled related threads to help the school’s budget, community standing, and strategic plan.
— Executive Director (Client)