Advisory Services

We provide fractional CFO services to entrepreneurs, funds, and multi-generational families

Managing complexity and creating visibility

Business & Family Advisory

Our Technical & Advisory Services:

  • Fractional / Interim CFO
  • Personal and family financial planning
  • Business liquidity management services
  • Business and operations forecasting / budgeting
  • Business valuation and exit planning
  • Executive and business dashboards
  • Family asset management services
  • Bank and lender relations
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Proven industry veterans who know real estate and construction

 

We know which assets will perform or fail

Your partner in risk mitigation

Real Estate Due Diligence & Development Services

Expertise in activities across $3 Billion dollars of real estate:

  • Project financial modeling
  • Location analysis and site selection
  • Market and supply/demand research 
  • Manager vetting – DD on sponsors, GCs, and management companies
  • Due diligence and owner reporting
  • Development management and construction reviews
  • CRE capital structuring and capital markets relationship management

Experience across a large variety of complex real estate strategies and stages of execution:

  • Multifamily development
  • Condo development
  • Single family development
  • Grocery-Anchored Shopping Centers
  • Land & Lots
  • Large portfolios
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KABR Portfolio | $220,000,000
  • 4x Class A/B Properties
  • 1,000+ Apartments
  • ​Role: Asset Management & Capital Markets
  • ​Jacksonville, FL
Strategic Advisory
Josephine | $58,00,000
  • Multifamily Construction
  • 166 Apartments w/ MFTE
  • ​Role: Asset Management & Capital Markets
  • ​Seattle, WA
Strategic Advisory
Amplitude Portfolio | $325,000,000
  • 9+ Class C Properties
  • ​1,700+ Apartments
  • Role: Interim CFO over Asset Management & Capital Markets
  • Phoenix, AZ
Strategic Advisory
We Mitigates Your Greatest Risks:

Unpreparedness & Flying Blind

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