OUR INDUSTRIES

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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?

We can assist in reporting your ISOs, RSUs, NQs, ESPP, and other forms of equity compensation, and also help you plan for future transactions.

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PROFESSIONAL SERVICES

Includes: architects, engineers, healthcare, attorneys, design and branding, advertising, and personal services.

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.

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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