Who We Serve

Real Estate

Our real estate team uses years of experience in the industry to create positive and profitable outcomes for your business – whether you’re a developer, broker, property manager, leasing representative or tenant representative. Our integrated approach analyzes every aspect of a real estate transaction and examines how each one affects the business and owner objectives. Along with personalized financial advice, we provide creative solutions designed to help your real estate business succeed. By furnishing comprehensive services to both the business and the owner, we go beyond being your CPA to become your business advocate.

Dan Dickerson


Mike Fritton


Andrea Riffey


Beth Slaninka

Senior Manager

Downloadable Resources

The list below contains specialty services offered by our Real Estate Team. To see a full list of our services, click on the button at the bottom of each of the service categories below.

  • Entity selection and structuring of complex transactions
  • Like-kind exchange consulting and facilitation
  • Qualified Opportunity Zone consulting
  • Partnership reorganizations
  • REIT/UPREIT transactions
  • Project analysis, including financial pro formas and budgeting
  • Operational reviews
  • Review and evaluation of lease agreements
  • Review and analysis of acquisition, disposition and financing transactions
  • Cost segregation studies
  • Valuation of ownership interests
  • Loan workouts and lender negotiation

  • Audited, reviewed and compiled financial statements
  • Agreed upon procedures and other specialized assurance engagements
  • Audits of U.S. Department of Housing and Urban Development-subsidized projects
  • Succession planning
  • Wealth transfer and preservation consulting

  • State and local economic incentives

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