Capital Asset and Financial Planning

Whitecap experts work closely with integrated advisory teams to balance clients’ organizational priorities, forecasted demand, and capital/financial constraints to design customized “built environment” solutions that address short-term needs and support the organization’s long-term vision.

img Capital Asset and Financial Planning

Whitecap believes in a set of key philosophical guidelines related to capital asset planning that resonate with clients as they contemplate making large investments:

  • Capital asset investments must enable institutional strategy, and not the reverse
  • Maximize the use of existing assets wherever strategically and operationally practical before committing new capital dollars
  • Capital asset planning should ideally include patient and clinician input
  • Capital asset planning is not complete without rigorous financial planning to ensure affordability
  • Do not attempt to resolve operational issues with capital solutions
  • Build in longitudinal pivot points to enable adaptation to dynamic market conditions


Whitecap works with clients and architect partners to help bridge the gap from strategic planning to facility planning. Clients often initiate facility planning initiatives before reaching consensus on key strategic questions that must be answered before a capital asset plan can be finalized. Whitecap helps predict these issues, provide the analytical rationale for decision-making, and support architects with the inputs needed to inform options development while preventing rework.

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For more information about our capital asset and financial advisory services, please contact us today.
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