Thank you for your interest!
We are very eager to work with you and also realize your time valuable. To make the best recommendation in a timely manner, it is important that we have as much information as possible when we meet. Below please find a list of items that would be helpful and would make our consultation productive.
-
Personal Tax Returns (all pages) for the last 3 years
-
Personal Financial Statement (form below)
-
if applicable Business Tax Returns for the last 3 years (all pages)
-
if applicable Year to date financial statements (P&L and Balance Sheets)
-
Property information (income & expenses)
-
Rent Roll (form below)
-
Taxes
-
Insurance
-
Utilities
-
Management fees
-
Please know that any information you share with us is strictly confidential and constitutes no obligation on your part.
Request a consultation