AREAS OF EXPERTISE
Consulting services are provided by Casey Gilley, who has over 20 years of experience in construction, solar, real estate development, and project finance.
-Excel modeling for structured finance & GP/LP real estate transactions
-Prepare investment summaries including market data, pro forma, budget, deal structure, sales comps/lease comps/land comps
-Source debt & equity and institutional JV capital
-tenant credit underwriting & lease-up
-Draft private placement memorandums Reg 506(b)
-Partnership and LLC agreements. Work closely with legal.
-Monthly financial reporting packages in accordance with GAAP / 13-week cash flow
-Tax planning & compliance: income tax, property tax, 1033x, eminent domain
-Coordinating external auditors and tax teams
-Administration of loan draws
-Investor reporting & communication
-Insurance administration: D&O, E&O, Property
-Set up new properties in accounting system & transition project to asset & property management
You might need the expertise of a CFO, but it doesn't make sense to pay a full-time CFO who is spending more than half of their time on accounting functions that can be accomplished by a lower cost employee.
Here is the solution:
With 20+ years experience in construction, solar, real estate development, and project finance, we can help your business increase profitability or prepare your business for transition or sale.
On a monthly or quarterly basis, we will review financial reports, bank reconciliations, job costing, and evaluate budget-to-actual results. In addition, we will offer support to your team up on a regular basis and meet with your management team.
We can bring value to a business owner by sharing our experiences because we have faced similar problems in the past and we can also help you prepare for new problems in the future. Here are some services we offer: