Success Stories

The Advisory Group continually strives to deliver sound advice and maximum value to our clients. We have recently completed a number of successful engagements, including:

Development

The Advisory Group has recently developed two office buildings for our clients, on time and within budget.  Owners of The Advisory Group are personally active in property development, and developed over $150 million of commercial and residential property prior to starting the firm in 1997.

Brokerage

The Advisory Group has assisted buyers and sellers in the sale of over $400 million in commercial real estate.  We have provided our clients with sound due diligence, negotiation assistance, and financial advice throughout these transactions.

Tenant Representation

The Advisory Group provides office leasing services to several major companies.  As former CEO’s of real estate companies, members of The Advisory Group are effective in obtaining excellent terms at no cost to our clients.

ERP Implementation Management

The Advisory Group functioned as the team leader for a broad implementation of ERP software at a major publicly-traded REIT.  This engagement included creation of specifications, vendor evaluations and negotiations, implementation management, and rollout.

Startup Business Analysis

The Advisory Group was called in to analyze the operations and structure of a startup company in the technology industry.  Financial, operational, and organizational reviews were conducted, and recommendations made to improve profitability and ensure the success of the firm.

Data Analysis Audit

The Advisory Group worked in tandem with a Big 5 consulting firm to ensure optimum utility of a multidimensional data model for financial and operational analysis. Our services can add value to engagements of all sizes.

Business Planning

The Advisory Group has helped three successful companies create their business plans, including strategic, operational, and financial analysis.