Real Estate &

Other Services


Our business advisory services help property owners in assessing their current operations against the market place to determine how to maximize their return. Our team performs the following services:

  • Business Plan Development
  • Cash Flow & ROI Analysis
  • Best Use & Redevelopment Planning
  • Due Diligence & Forensic Services
  • Mortgage Review & Options

Accounting & CFO

We provide CFO level accounting & business management services to property owners on a project or ongoing basis to supplement their in-house team with:

  • Accounting & Bookkeeping
  • Cash Management
  • Operating Cost Review
  • Software & System Review
  • Management Reporting
  • Audit, Review and Compilations

Tax & Estate Planning

Our firm provides the property owner with all of the options available to minimize personal and estate taxes by providing the following services:

  • Strategic Tax Planning
  • Section 1031 Exchange Assistance
  • Cost Segregation Studies
  • Estate & Wealth Transfer Planning
  • Federal, State and City Tax Return Preparation