Cost Savings Proven With over 25 years in real estate consulting and a track record of over $30M in client savings through proactive audit programs, target mid-market to large real estate portfolios that can benefit from lease, tax, and construction audit services.

Diverse Expertise Leverage the cross-disciplinary team of former corporate real estate pros, CPAs, tax professionals, engineers, and attorneys to offer integrated solutions for portfolio optimization, property tax appeals, cost segregation, and due diligence—appealing to finance and legal stakeholders.

Tech-Enabled Delivery Operate with a technology stack including AWS, Google Cloud, and Sentry for scalable audits and data integrity, suggesting opportunities to upsell data-driven benchmarking, ongoing monitoring, and analytics for continuous savings.

Revenue Growth Signals Current revenue range ($1M–$10M) and a lean team (0–1 employees) indicate potential partnerships with larger CRE teams or MSPs needing specialized audit expertise to augment existing capabilities without significant headcount.

Market Positioning Competitively positioned among large audit and advisory firms while serving a broad client base; opportunities exist to pitch mid-market to enterprise clients in real estate portfolios seeking comprehensive cost-saving and due diligence services.