Industries

 
 

Explore our areas of expertise and interest. We welcome the opportunity to learn new verticals.

Click the link below to get started with a consultation to explore your growth, exit or M&A transaction goals.

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Business

Medical (lifesciences)

Medical (Health & Wellness)

Biotech

Cybersecurity

B2B Services

Software / SaaS

Technology

Industrial

Industrial Automation / ERP Co

Manufacturing (Natural Foods)

Foodservice

HVAC

FInTech / Banking

Nearshoring

Hotels & Resorts

Real Estate

Commercial Real Estate

Residential Real Estate

Financing

Investment properties

Development

Opportunity Zones

With the passing of the 2017 tax reform laws, long-term real estate investors stand to reap great tax benefits through tax deferment and tax elimination.

States have identified designated “Opportunity Zones” - where the community can benefit most from property development and improvement. Long term investments in the improvement of properties located in these zones can qualify for tax elimination.

A few items must be present to be eligible for tax elimination:

  1. Income producing property - investment purposes only - no primary residences will qualify.

  2. Investments must be held for a period of 10 years.

  3. Property must be improved as evidence by capital invested and increase appraised value.

Feel free to ask us more about how you can benefit from Opportunity Zones. Contact Us.