Investment Banking 

  • Corporate Finance Advisory Services 
  • Merger and Acquisition Services

Finance and Banking 

  • Senior Debt 
  • Mezzanine Debt 
  • Asset Based Lending 
  • Preferred Equity Financing 
  • Residential Mortgage and Re-fi

Tax and Accounting 

  • Income Tax Analysis 
  • Return Preparation 
  • Audit, Review, and Compilation 
  • Sarbanes Oxley 
  • Forensic Accounting 
  • Litigation Support 
  • Business Evaluations

Real Estate Advisory 

  • Asset Management 
  • Seller/Buyer Brokerage 
  • Valuations 
  • Tenant Relocation 
  • Landlord Advisory 


  • Managed Legal Work and Overview 
  • Litigation
  • Property Rights
  • Rezoning Issues
  • Estate Planning (Wills and Trusts) 
  • Business Succession Planning 
  • Contract Review, Drafting and Negotiations 
  • Corporate Organizational Work and Compliance 
  • Buy-Sell Agreements, Shareholder Agreements 
  • Employee Handbooks, Tax Planning 
  • Individual and Corporate Tax 
  • Tax Credits, Capital Markets 
  • Real Estate Closings
  • Refinancings and Business Transactions 
  • Employee and Individual Consulting 
  • Agreements 
  • Private Equity Financing 
  • Mergers and Acquisitions 
  • General Litigation, Mediation 
  • General Counsel Services 
  • Corporate Bankruptcy 
  • Trust Administration 
  • Collections 

Professional Services

We broker and manage professional services for our clients.

Through decades of relationship building, we have developed close networks of highly competent individuals and firms who share our values of integrity, fair pricing and fiduciary duty to the client.

Our Offices

We offer these Services: