Advisors Here to Help

There’s more to running a real estate business than closing the deal. Our real estate team will help you make informed decisions about business and estate planning, debt and equity structuring, and partnership agreements.

Real estate is a diverse industry that encompasses agents and brokers, property development, residential communities, corporate facilities, and property management. Each of these areas offers its own unique financial challenges and opportunities. Our Lead Advisors offer a full range of accounting and advisory services. We can help you address daily challenges, like maintaining reliable bookkeeping, or we can guide you through complex strategic processes, like succession planning.

Simon Lever’s Lead Advisors work as enthusiastic extensions of your team, providing insight and expertise to guide your business into its next phase of growth. 

Services for Real Estate Companies

• Tax Preparation, Planning & Compliance
• Succession Planning
• Merger & Acquisition Strategies
• Benchmarking & Analysis
• Cash Flow Management
• Cost Segregation Analysis
• Passive Activity Deductions
• Business Entity Structuring