OUR INDUSTRIES
REAL ESTATE
We have managed properties, invested in real estate, and understand the industry. Purchases, sales, 1031 exchanges, cost segregation studies, single-family and commercial properties are our bread and butter (brick and mortar?).
EQUITY COMPENSATION & TECH
Has your company gone through a recent IPO, acquisition, or other significant event?
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We can assist in reporting your ISOs, RSUs, NQs, ESPP, and other forms of equity compensation, and also help you plan for future transactions.
PROFESSIONAL SERVICES
Includes: architects, engineers, healthcare, attorneys, design and branding, advertising, and personal services.
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As a professional service company ourselves, we understand the operational, management, and executive challenges owners and managers face and can advise you from start-up to succession planning.
HOSPITALITY
Includes: restaurants, bars, food trucks, hotels, and B&Bs.
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We've worked in kitchens, shaken and stirred cocktails, have set up countless POS systems. Whether you are FOH or BOH, we can help manage your "back office" operations.
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