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alternative investments

Expert Business Consulting Services

With extensive experience across diverse industries, we offer a unique perspective that we bring to every client relationship. Together, we can unlock your potential and drive transformative success.

In addition to the challenges of properly reporting assets, such as distressed loan purchases or real estate owned properties for financial and tax purposes, as well as the timely reporting of investor K-1s, there is also a growing concern about the impact of increased regulation and documentation standards.

Our firm has more than 20 years of experience working with private lenders who manage everything from start-up funds to funds worth more than $500 million. However, our real value comes from our ability to strategize with fund management to maximize the impact of their business decisions and how they are presented to investors in their financial statements and reflected on their K-1s.

Structure and formation
Audit, reviewed, or compiled financial statements
Real estate owned analysis, accounting, and related tax impact
Discounted note purchase analysis, accounting, and related tax impact
Investor suitability
Tax reporting requirements for out-of-state investors
Unrelated Business Taxable Income (UBTI)
Licensing requirements
Threshold reporting requirements

Explore our other practice areas

If your industry is not listed above, please reach out to us directly. We are well-equipped to cater to your specific needs and provide tailored solutions, regardless of the sector you operate in.


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