EFG Advisory

Corporate finance for vacation rental operators

Deriving insights from your financials.

We help vacation rental and property management companies assess their financial performance, find the profit levers that matter and act on them. When it is time to buy, sell or raise capital, we run the transaction too.

Book a profitability review Try the valuation check
Understanding your profitabilityFrom gross revenue to EBITDA RevenueCost
Gross revenue
Owners payout & channel fees
Net revenue
Cleaning & turnover
Sales & marketing
IT expenses
Payroll
Other G&A
EBITDA

Illustrative. A review maps every line of your P&L to show where margin is lost.

10+ yearsin corporate finance and M&A
100+ projectsdelivered for clients
Americas · Europe · Middle Eastwhere our clients operate

Services

Know where your margin goes.
Improve it, and maximise your company's value at exit.

Most operators grow units faster than they grow profit. We start with the numbers you already have and turn them into decisions you can act on this quarter.

01

Profitability & Performance Review

A clear-eyed assessment of how your business really makes money: per property, per booking and per market. You get a prioritised plan to lift margin, not a report for the drawer.

What we assess

  • Unit economics per property and per door
  • Owner contracts, fee levels and pass-throughs
  • Channel mix and distribution costs
  • Pricing, occupancy and length of stay
  • Cleaning, maintenance and guest costs
  • Payroll, overhead and scalability

What you get

1Performance diagnostic showing where profit is made and lost
2Ranked list of actions with the estimated profit impact of each
3An implementation plan and a KPI set to track progress
02

Business Planning & Budgeting

Budgets and multi-year plans built on your real unit economics, so growth targets, hiring and new markets are tested before you commit cash.

What we cover

  • Annual budget and monthly targets by market
  • Unit growth and owner acquisition assumptions
  • Payroll plan and overhead scaling
  • New market entry and payback period
  • Cash flow and funding needs
  • Scenario and sensitivity analysis

What you get

1A driver-based budget and business plan you can update yourself
2Base, upside and downside scenarios with their cash implications
3Clear targets your team can be measured against
03

Valuation & Exit Readiness

An independent view of what your company is worth today and the steps that would move that number before you go to market.

What we assess

  • Quality and sustainability of earnings
  • Owner contract terms and retention
  • Owner and market concentration
  • Management depth and key-person risk
  • Growth track record and outlook
  • Readiness of financial reporting for due diligence

What you get

1A valuation range with the reasoning behind it
2The value drivers and risks a buyer will focus on
3A readiness plan to close the gaps before a sale
04

M&A Advisory

Sell-side and buy-side support for vacation rental businesses, from preparing the business to negotiating and closing the deal.

What we cover

  • Positioning and equity story
  • Buyer and target identification
  • Information memorandum and data room
  • Valuation and offer evaluation
  • Negotiation and deal structuring
  • Due diligence coordination

What you get

1A structured process run to a clear timeline
2A shortlist of qualified buyers or targets, approached on your behalf
3Senior support through negotiation and closing

Approach

From numbers to decisions in four steps.

  1. 01

    Assess

    We rebuild your P&L by property, channel and market from the data you already have.

  2. 02

    Pinpoint

    We isolate the few levers that move profit most and size each one.

  3. 03

    Plan

    We agree a prioritised action plan with your team, with clear owners for each step.

  4. 04

    Track

    A set of KPIs lets you see whether the changes are paying off.

What clients come to us with

The questions behind every engagement.

Profitability

Which properties and owners actually make us money?

Value

What is the business worth today, and what would raise it?

Growth

Can we afford to open a new market, and when does it pay back?

Planning

What should next year's budget look like, and how do we hit it?

Profitability

Why do operating expenses grow faster than revenues?

Transactions

Is this the right buyer, target or price, and how do we get the deal done?

What is your property management company worth?

Answer several quick questions and get an indicative valuation range. Free and confidential.

Start the valuation check

Let's talk.

Tell us briefly about your business and what you'd like to improve. We reply within two business days.

info@efgadvisory.com