Strategic Real Estate Advisory for Investors & Developers
We leverage our extensive experience and resources to help commercial real estate investors make smarter acquisitions, optimize cash flow, and implement tax strategies that drive long-term profitability.
Financial due diligence on commercial real estate acquisitions
Underwriting analysis to assess property valuation and projected returns
Market analysis and competitive positioning
Investment risk assessment and mitigation strategies
Deal structuring to optimize financing and tax implications
Our acquisition advisory services help investors make data-driven decisions that maximize returns while minimizing risk.
Real Estate Tax Strategy & Structuring
Cost segregation studies to maximize tax savings
1031 exchanges & capital gains planning
Entity structure optimization for real estate holdings
Passive income or loss planning and strategies
Investor Tax Compliance and Reporting, including portfolio valuation, tax forms and financial performance reports
Our strategic planning helps real estate investors retain more of their profits through legally optimized tax structures and strategies.
Optimization
Cash flow forecasting & budgeting for property portfolios
Market & risk analysis for investment decision-making
Property performance benchmarking and improvement strategies
Capital expenditure planning and ROl analysis
Portfolio optimization and rebalancing strategies
We help property owners and investors maximize operational efficiency and financial performance across their real estate portfolio.
“L&H's advisory services have been incredible for someone looking to grow a business, expand asset knowledge, or develop connections and resources in various industries. Grant and the team use their personal resources and knowledge to help you as best as possible and adapt to your changing desires/needs.”
Chase Roberts
Founder, CEO Roberts Property Company
Beyond Traditional Accounting
At L&H CPAs & Advisors, we go beyond traditional accounting. Our advisory practice is built to help real estate investors, business owners, and companies navigating transactions achieve long-term financial success. Whether you need strategic financial leadership, investment guidance, or expert M&A support, we provide tailored insights to optimize your operations and growth.
Real Estate Advisory
We help real estate investors make smarter acquisitions, optimize cash flow, and implement tax strategies that drive long-term profitability.
Cain access to senior-level financial leadership without the full-time cost. Our outsourced CFO services provide strategic guidance tailored to your business needs.
Our team brings specialized knowledge and experience to address your most challenging financial questions.
Deep Industry Knowledge
With deep roots in real estate, finance, and M&A, we understand the nuances of your industry.
Trusted by Industry Leaders
Private investors, CFOs, and business owners rely on our expert guidance to drive successful outcomes.
Data-Driven Strategy
We leverage financial analytics to develop scalable strategies for sustainable business growth.
Book a CFO Strategy Session
Ready to take your business finances to the next level? Schedule a consultation to discuss how our CFO services can transform your financial operations.
