Financial Practice
Our Financial Practice complements our legal practice by allowing clients to evaluate transactions and business decisions not simply from a legal perspective, but from a financial one. Through financial planning and analysis, modeling, forecasting, due diligence and investment review, we help clients better understand the economics underlying the decisions they are being asked to make.
This capability is particularly valuable in acquisitions, commercial real estate investments, capital raises and other transactions where legal structure and financial performance cannot realistically be evaluated independently.
Planning & Financial Analysis
Financial Planning & Analysis
Evaluating historical performance, current operations and future financial expectations to support management and investment decisions.
Financial Modeling
Developing models that allow businesses and investors to evaluate alternative assumptions, financing structures, growth strategies and investment outcomes.
Forecasting & Budgeting
Assisting businesses in developing operating forecasts, budgets and financial projections that can be used for management, financing and strategic planning.
Transactions & Investments
Commercial Real Estate Due Diligence & Underwriting
Reviewing the financial, operational and structural aspects of commercial real estate acquisitions, loans and investments and assisting clients in evaluating pricing, terms, projected returns and risk.
Investment Analysis
Evaluating proposed investments, transaction economics, assumptions, risks and expected financial performance.
Transaction & Investment Support
Providing financial analysis in support of acquisitions, dispositions, financings, capital raises and other significant transactions.
Escrow & Financial Administration Services
Providing appropriate financial administration and escrow-related support in connection with transactions and other client matters.
Financial Planning & Analysis (FP&A)
Financial Planning and Analysis (FP&A) is a function responsible for budgeting, forecasting, and analyzing financial data to support decision-making processes.
We Have Dedicated Resources That Can Assist with:
Budgeting: Creating and managing your company’s budget, ensuring that financial resources are allocated efficiently across departments.
Forecasting: Developing financial forecasts to predict future revenue, expenses, and cash flow. This will help your company plan for various scenarios and adjust as needed.
Financial Analysis: Review and analyze financial data to identify trends, variances, and areas of improvement. This analysis will help optimize your organization’s financial performance.
Strategic Planning: Review your company’s structure and trends to guide whether your company is aligned with its growth forecast
Quantitative Analysis: Analyzing your organization’s data to evaluate performance, make better decisions and predict trends.
Underwriting: Whether the project involves a loan or investment in real estate or a business, assessing the risks associated with the project as well as the pricing, terms and conditions of the transaction.
Due Diligence: A comprehensive investigation of a loan or investment in real estate or a business focused on those structural, financial, legal, operational, or commercial issues or data relevant to the efficacy of the transaction. See our full review process on commercial property acquisitions below.
Core Business Operations Services
The success of any business relies on the essential activities and processes that are in place. Optimizing and automating these processes where necessary can keep the day-to-day operations of the organization running smoothly and efficiently, which in return allows your company to deliver its products or services to customers as quickly as possible.
We Have Dedicated Resources That Can Assist with:
Optimization: Provide recommendations on where to best optimize operations and make changes/enhancements critical for the business.
Automation: Provide recommendations on where and how automation would be beneficial to the business and financial process.
Accounting Strategies: Introduce financial management practices to help the company achieve its financial goals by setting financial objectives, identifying key performance indicators, establishing financial policies and procedures, implementing accounting controls, and ensuring compliance with accounting regulations and standards.
Cost Reduction Analysis: Review your company’s financials, analyze its reported current trends, consult with clients, and recommend options to improve the bottom line.
Financial Reporting & Review
We Are Active with Our Clients in Both the Financial Reporting and Ongoing Financial Reviews, as Well as the Following Areas:
Non-Audit Required Financial Review: Review of financials for non-audit clients. Third-party oversight of process flows integrated with accounting and finance, especially for older companies/teams operating under systems integrated for several years.
Financial Reporting Focused Review: Review focused on financial reporting in case of disputes between partners especially when one of the partners operates and manages the relevant accounting and finance-related processes in the finance department.
Valuation Financial Review: Review focused on satisfying the parties on business valuations or part of businesses being sold internally or externally.
Quality of Earnings (QoE) Report: A detailed evaluative analysis focused on the sustainability, reliability and accuracy of a company’s or project’s earnings rather than only the reported financial results to penetrate into the true economic health of the enterprise.
Statutory Audit Consulting
We Can Assist with Both Audit Preparation and Audit Management:
Audit Preparation: Together with your company we will finalize financials while ensuring that the supporting documentation is organized. Our expertise is to ensure that your company is ready for the auditors, whether the audit is on-site or remote.
Audit Management: We can provide the complete management of the audit process for your company once the preparation is complete and until the audited financial statements are issued by the company’s auditors.
Due Diligence
In commercial real estate, what you learn before closing shapes the entire deal. We built our due diligence practice around one principle: nothing gets assumed. What the title shows, what zoning allows, what condition the property is in, and what obligations run with it all get verified against source documents, not summaries.
We scope every review to the asset class, the financing structure and the jurisdiction, and we track it against a matter-specific checklist from day one, because the inspection period is finite and the deadlines do not move.
We adapt our Due Diligence process to our client’s needs and internal resources, because we realize how critical adequate Due Diligence is to successful outcomes with real estate Investments. Sometimes, we simply backstop our client’s internal processes when requested. Sometimes we supplement the Due Diligence process for those areas in which our clients are not staffed or are not sufficiently experienced to handle. And sometimes, our Firm takes over the entire Due Diligence process for our clients. Regardless of our client’s needs, we step in to complete the process.
What We Review
Title & Survey
We review the title commitment and every exception, easement and encumbrance it discloses, alongside the ALTA survey. Where the record raises a question, we prepare objection letters, manage curative work with the title company, and negotiate the endorsements your lender will require.
Zoning & Land Use
We confirm zoning compliance, certificates of occupancy and the status of any open permits or code violations, along with parking requirements and nonconforming use rights. We also verify entitlement status so you know exactly what the property is approved to do.
Environmental
We review Phase I environmental assessments and order follow-on testing where conditions warrant it. Where prior contamination exists, we confirm the remediation history and regulatory closure before you take on the risk.
Physical Condition
We review property condition assessments, building systems and life safety reports, and ADA accessibility. We flag deferred maintenance and capital needs early, so they inform your underwriting rather than surprise you after closing.
Transaction & Operating Review
Leases, Tenancy & Vendor Agreements
We abstract every lease, reconcile the rent roll against the underlying documents, and prepare estoppels and SNDAs for landlords. We confirm renewal and purchase options and identify any outstanding landlord obligations that transfer with the property. We also put our eyes on every material Vendor Agreement executed by the owner of commercial real estate to confirm that terms are market-clearing and our clients will not be blind-sided by any provisions which emerge post-closing.
Contracts & Operations
We review management and service agreements, confirm termination rights and notice deadlines, and verify outstanding warranties, so nothing is inherited without your knowledge.
Entity & Authority
We confirm organizational documents, good standing, and the authorizing resolutions needed to close, protecting the transaction from a challenge to authority down the road.
Work with Us
If you are involved in business, investments, real estate, entrepreneurism, and wealth creation, we invite you to reach out to us. We guarantee you will never experience any legal relationship comparable to what you will experience.