Services
Each service stands on its own, and most clients use more than one. Engage us for a single transaction, a defined project or as an ongoing extension of your team.
We run the finance function for real estate owners, investment partnerships and growing private companies, from monthly close to lender- and investor-ready reporting.
Typical deliverables: monthly financial package, annual budget, rolling and 13-week cash forecasts
Property-level financial oversight and portfolio reporting that keeps owners, partners and lenders informed and assets performing.
Typical deliverables: portfolio performance report, asset business plans, capital plan, quarterly investor reports
Independent analysis and investment strategy for investors and partnerships buying, selling, developing or recapitalizing real estate.
Typical deliverables: investment model, investment memo, diligence tracker, lender and partner package
Financial oversight and reporting for families whose real estate, operating businesses and investments are held across multiple entities.
Typical deliverables: consolidated family report, entity calendar, cash and liquidity forecast
Business planning, operational improvement and financial systems for privately held companies and entrepreneurs.
Typical deliverables: business plan and model, operating dashboard, capital readiness package
Most engagements begin with a conversation about your reporting, your portfolio or your next deal.