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2025 projects closed

running total

$ 0

closings

Real Estate
Retail Industry
Health and Wellness Industry
Real Estate
Real Estate
Wastewater/Water Treatment
Real Estate
Real Estate
Automotive Repair

Real Estate
Retail Industry
Health and Wellness Industry
Real Estate
Real Estate
Wastewater/Water Treatment
Real Estate
Real Estate
Automotive Repair

$2,550,000.00
$450,000.00
$1,600,000.00
$100,000.00
$475,000.00
$2,100,000.00
$218,000.00
$465,000.00
$2,100,000.00

$2,550,000.00
$450,000.00
$1,600,000.00
$100,000.00
$475,000.00
$2,100,000.00
$218,000.00
$465,000.00
$2,100,000.00

Strategic Plans and/or Tax Minimization Analysis

Industrial Equipment Industry
Engineering Company

Industrial Equipment Industry
Engineering Company

$2,100,000.00
$9,000,000.00

$2,100,000.00
$9,000,000.00

Valuations

Engraving Industry
Towing/Roadside Recovery Industry
Transportation Industry

Engraving Industry
Towing/Roadside Recovery Industry
Transportation Industry

$19,373,974.00
$1,289,438.00
$601,798.00

$19,373,974.00
$1,289,438.00

$601,798.00

1031 Tax Deferred Real Estate Exchange

East Coast
East Coast

East Coast
East Coast

$530,000.00
$380,000.00

$530,000.00
$380,000.00

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