Our Solutions
TAX STRATEGY & CREDITS
We unlock hidden value and cash flow through: – Cost Segregation Studies – R&D Tax Credits – Energy Incentives (179D / 45L / C-PACE) – Incentive Opportunity Reports – No-Fee 1031 Exchanges.
REAL ESTATE & CAPITAL SOLUTIONS
Maximize your investment lifecycle through: – Equipment & PACE Financing – Land Preservation & Green Credits – Real Estate Investing & Valuations – Alternative Investment Strategies.
WEALTH & BUSINESS ADVISORY
Align your business and personal growth goals with: – Wealth Management Strategies – Aviation & Asset Structuring – Cash Yield Optimization – Business Credit, Payroll & HR – Offshore Accounting & ERP Systems.
INSURANCE & RISK MANAGEMENT
Protect what matters most with: – Comprehensive Business Coverage – High-Wealth Personal Insurance – IP & Cyber Risk Protection – Captives & Self-Insurance Programs