We assist Real Estate Professionals in optimizing their revenue potential.
Assess! Diagnose! Optimize!
In 2021, upon witnessing the global impact of C.O.V.I.D, a few audit veterans combined their expertise from the entertainment, marketing, advertising & sales industries. They incorporated best practices from the accounting, automated intelligence & other sectors to effect change in the real estate industry.
COVID was a great teacher:
All areas of exposure that increase costs whether you are a sole practitioner or large agency.
We used the outcomes of these lessons to develop a 3 phase process applicable to any size business.
Phase 1: Real Estate Professional Physical. We show you your business exposure.
Phase 2: Real Estate Plan Of Care. We develop a plan to mitigate your exposure.
Phase 3: The Track Record. We track your success and the increase to your bottom line
We recognize the "sale" is the ultimate goal. However, what steps have been taken to ensure your business is in great financial, legal, system and data shape? We assist you in conducting a professional business "fit" test. Regardless of the size of your business or the type of business you provide, you cannot be successful if your business is not effective. We call this the Real Estate Professional Physical.
Upon determining the physical state of your business, a plan will be created to mitigate the risks noted in the Real Estate Professional Physical.
As with any physical, a plan of care is created using best practices, benchmarks and other pertinent factors to assist your firm in meeting set business objectives.
No two assessments are the same. Your "plan of care" will be developed for your business needs and developed to address not only the areas of improvement but how to strengthen your current areas of success.
The true test of success is determined not by the goals set to achieve that success but the measures capturing / tracking the road taken to gain that success.
You have to know where you were, where you are going and what has impacted you from getting to where you need to be.
Continuous improvement and the use of data analysis, automated intelligence and other reporting methods aide in our clients financial success.
We provide consulting services to help industry professionals optimize revenue, reduce expenses and operate at the highest levels of efficiency. Using audit and compliance best practices related to financial, operational and system driven processes, we minimize our clients exposure.
We customize our service offerings based on our client needs. No client operates in the same manner although they may offer the same or similar services. So we get to understand their business and then customize a plan based on their business needs. We offer:
An internal audit of the operational and financial effectiveness of how your business is managed. A review is conducted of your current business operations in relation to compliance factors such as government regulations, contract law, federal guidelines and factors that may cause financial penalties or loss. We apply industry standards, sector related benchmarks and lessons learned from over 25 years of audit experience to render a synopsis of where your business needs improvement, may be failing or has a potential for loss (customer, data, financial, system or other).
This initial consult will walk through your business processes and desired business objectives. Based on the data obtained in the initial consultation, a business assessment will be developed. This assessment will detail how our three phase Real Estate Service Optimization methodology will be applied to your business. This will include deliverables, deadlines, scope of work and potential opportunities for revenue enhancements and expense reductions. Additional fees will be applied based on the customized assessment based on the initial walk through.
Behind the scenes we assist you with the operational efficiency of your business. We also align you with our network to assist you with your bottom line. Showings, Marketing, Advertising, Promotions, Content creation and more.
We are the new face of audit. Over 20 years in the sports, entertainment, telecommunication, spirits, maritime and other industries has given us opportunities to bridge the gap between industry professionals seeking realty options and our real estate professionals with a portfolio full of options. We create opportunities not just audit reports.
We work with international professional service firms that advise us on the most current guidance.
Nervous about your property adventure? Don’t be. Whether you're getting ready to buy or sell, in the middle of it, or just looking for some answers, our top-notch skills ensure you get the best experience possible. It’s what we love to do. We link you with the professionals that meet your professional requirements.
Large or small, condo or mansion, we align you with the professionals within our network that can find it and get it for you at the price that's right. TICs? Fixer-uppers? Luxury? We can help with all of it. We always have a current list of available properties for you to check out.
If you have questions about affordability, credit, legal matters, or income, trust us to find you what you need fast. We make sure you feel confident and educated every step of the way.
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09:00 am – 06:00 pm
Monday - Friday: 8am - 6pm
Saturday : By Appointment Only