Office (941) 527-9414


  • Controllership/CFO Services
  • Development & Construction Loan Financing-Public/Private
  • Development Proformas-Investor Financing Packages
  • Lines of Credit
  • Business Plans-Revenue Building & Cost Reduction Strategies
  • Outside the Box Financing Strategies
  • Percentage of Completion Reports
  • Cashflow Models, Collections, NTO’s, Lien Releases
  • Policy & Procedures Manual
  • Construction Bonding
  • Cost Segregation-Tax Favored Construction Techniques


Projects Financed-$48.8M

  • Construction Financing 60,000/sf Medical Professional Building-$9M
  • Construction Financing 63 Unit Assisted Living Facility and a 44 Unit Congregate Care Facility-$12M
  • Acquisition and Construction Financing-33 Unit Housing Development-$14.8M
  • Acquisition and Construction Financing-20 Unit Housing Development-$6M
  • Development Project-Island of Nantucket-$2M
  • Acquisition Development-Infrastructure CCRC $5M
  • Sports Complex $1.5M
  • Prepared Financial Projections for the Governor of the State of Rhode Island Enabling Project to Receive a Certificate of Economic Concern.

Value Added Services

  • The following are examples of how we have helped our clients increase their Investment Returns:
  • We pointed out over $214,000 in Tax Incentives a Developer could take advantage of.
  • Job Tax Credit $79,200 Applied against Corporate Income Tax.
  • Business Equipment Refund $5,000 on Sales Taxes Paid on qualified equipment.
  • Building Materials Refund $5,000-A refund for state sales tax paid on the purchase of building materials.
  • Property Tax Credit $125,000-Applied against corporate Income Taxes Paid over a 5 year period up to $25,000 per year.
  • Economic Development Transportation Road Fund-A state grant used to alleviate transportation problems.
  • Cost Segregation-Assisted Living Facility-First Year Tax Savings $117,000.
  • Cost Segregation-Medical Office Facility-First Year Tax Savings $65,000.

Click here to see a Sample Construction Budget.
Click here to see a Sample Estimating Development Budget Checklist.

Construction Accounting Projects

6 Story Beach Front Condominium-CFO
Mount Snow Vermont-56 Units-Business Plan & Project Financing
Hotel Miami-Project Consulting
Mountains of North Carolina-Real Estate Development-Project Financing
Continuing Care Retirement Community-CFO A Fifty-Five and Older Campus Featuring 149 Town Homes, 63 Unit Assisted Living Facility, 44 Unit Independent Living Facility, 60,000/sf Medical Office Building, an 18 Unit Bed and Breakfast with an On-Site Sewage Treatment Facility.
RI TF Green Airport Expansion
Central Artery Project-Boston, MA