In choosing the ideal entity structure, the two most important factors which drive the decision making process are liability protection and tax efficiency. Many investors overlook the importance of the entity structuring process resulting in unnecessary headache in the future.
We look past the numbers and focus on much more than just historical financial statements. Keystone CPAs work closely with clients in every stage of a real estate transaction to determine the best deal and entity structure that will fit your goals. Some of the benefits of our D.E.S. services include:
· Identifying the best entity structure that meets your liability protection needs and tax saving goals
· Advise on the best financing structure that spreads the risk among all interested parties
· Consultation on the different tax consequences for various exit strategy plans
· Preparing/Reviewing pro-forma financial statements to determine the viability of a potential acquisition by determining changes in major income and expense line items
· Preparing/Reviewing pro-forma financial statements to determine the viability of a potential acquisition by determining changes in major income and expense line items
· Preparing key investment criteria ratios such as cap rates, return on investment, and cash on cash returns to determine risk acceptance and market comparison
Please contact our office to find out more about our deal and entity structuring services.