Page 4 - CAU PRESENTATION

WHAT WE DO – HIGHER ED

BWC Consulting is committed to providing expert strategic consulting and sound financial
advisory to educational institutions including colleges and universities as well as K-12
independent schools using a holistic approach to thinking, analyzing and structuring. Our
partners and consultants have worked with numerous institutions to implement and/or
strengthen sound, ongoing financial management practices and to execute large-scale projects and
financings. BWC builds the capacity of institutions to strategically finance their ongoing capital
needs while keeping in focus the academic goals and mission.

Enterprise Assessment: BWC believes all educational institutions must view themselves as enterprises in the business of
education in order to run efficient organizations poised for growth and/or sustainability. BWC specializes in assessing the
financial health and capacity of organizations by analyzing them holistically. BWC believes educational institutions must
build a business case for each financial decision they make. This begins with having a concise and realistic picture of
where the organization stands currently, where it needs to be and what it needs to do in order to get there. BWC’s
approach to advising clients begins with the enterprise assessment which serves as a foundation for subsequent strategic
planning, development and project management.

Project Support: BWC will work with clients at the various stages of capital project planning to ensure strategic alignment
and make sound financial decisions. Services include:
• Assessing the feasibility and impact of planned projects and reviewing project information;
• Financial modeling and analysis including proformas, budget reconciliations, draw schedules and sensitivity
analysis;
• Identifying potential financial and operational risks related to the project and suggesting ways to mitigate those risks;
• Providing assistance to the project team through the documentation and financing process and reviewing of monthly
operating reports; and
• Other services and analyses as requested by the project team.

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