Passive real estate investments allow investors to leverage their capital with experts’ time, energy and management systems. However, when you participate in a passive investment, you are putting a ...

Commercial real estate investors are racing to fill their acquisitions pipelines before the market turns. However, as teams fly around the country bidding on properties, they can lose sight of a ...

One of the major themes in the independent financial advisory space in recent years has been the explosive growth of the hybrid Registered Investment Advisory (RIA) firm, a model in which advisors ...

The M&A market remains extremely competitive, and buyer due diligence is more critical than ever. Sellers often seek valuations based upon projected forward earnings and pro-forma adjustments that may ...

Q: A prospective buyer of my agency says that he wants to conduct "due diligence" before sending me a purchase agreement. What does that term mean? Is it really necessary for the buyer to do this, and ...

There are a lot of really good, longstanding, and professional firms providing due diligence services to corporations working with third parties worldwide (my company, TRACE, is one). The compliance ...