M&A & Transaction Support
Acquisition and disposition analysis, pro forma modeling, closing schedules, and post-close accounting, hourly or quoted by scope.
Transaction supportIndustries · Real Estate
CPA and CFO support for real estate owners and investors.
Rental and investment property accounting, multi-entity structures, property-level reporting, debt and lender reporting, depreciation, and the tax planning that goes with buying, holding, and selling property, from a Pensacola CPA firm.
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Common Challenges
What gets lost between the properties and the entities.
Many entities, one blurred set of books
LLCs, holding companies, and a management company sharing bank accounts and transactions with no clean intercompany accounting.
Property-level performance invisible
Rent, expenses, debt service, and capital improvements reported in total, so nobody knows which properties carry the portfolio.
Depreciation and improvements tracked inconsistently
Fixed asset records, capital improvements, and depreciation schedules that do not match the returns or the books.
Lender reporting per loan
Each lender wanting its own financial statements, rent rolls, and covenant calculations on its own schedule.
Cash flow and distributions
Distributions to owners and partners made without a forecast of debt service, reserves, and upcoming capital needs.
Buying and selling without the analysis
Acquisitions and dispositions decided without modeling, and tax consequences discovered after closing.
How We Help
Clean entities, clear properties, planned transactions.
We set up and maintain accounting for each entity and each property so intercompany activity is clean, property-level reporting is real, and consolidated reporting for the owners is possible. Fixed assets, capital improvements, and depreciation are kept consistent between the books and the returns.
Debt and lender reporting is organized by loan, with the financial statements, rent rolls, and covenant calculations each lender requires produced on schedule. Cash flow and distribution planning accounts for debt service, reserves, and the next capital need.
Acquisitions and dispositions are modeled before the decision, with the tax consequences planned rather than discovered. Development and investment analysis is available where it fits the project. We do not provide legal, appraisal, brokerage, or investment advisory services; we work alongside the professionals who do.
Relevant Services
What a real estate owner engages us for.
Tax Preparation
Entity and owner returns, trust and estate returns, tax planning, and notice assistance, with published starting fees.
Tax preparation and starting feesMonthly Accounting & Bookkeeping
CPA-led monthly bookkeeping, reconciliations, month-end close, and financial statements, starting at $300/month.
Monthly accountingFractional CFO Advisory
Ongoing financial leadership: cash flow, forecasting, KPIs, banking, and the decisions that shape the company.
Fractional CFO advisoryBusiness Advisory & Projects
Defined projects with a written scope and price: cleanup, systems, modeling, transactions, and special projects.
Business advisory projectsCommon Questions
Real Estate questions.
Can you handle several LLCs and a management company together?
Yes. Multi-entity accounting with clean intercompany activity, property-level reporting, and consolidated owner reporting is exactly the structure our real estate work is built for.
Do you prepare the returns for the entities and the owners?
Yes. Partnership and corporate entity returns with published starting fees per entity, the owners' individual returns priced separately, and tax planning around depreciation, acquisitions, and dispositions billed hourly.
Can you model an acquisition or a sale?
Yes. Purchase analysis, pro forma modeling, financing scenarios, and the tax consequences of a sale are transaction support work, hourly or quoted by scope.
More Industries
Support shaped to other industries.
Next Step
See the portfolio property by property.
A consultation on the entities, the properties, the lenders, and what the next transaction needs.
Individual tax prep online: 850 Tax (opens in a new tab). 850 CFO Online (coming soon).