Your client is thinking of selling a commercial real estate investment
Professions
Consultant
Functional Expertise
Real estate
Business Focus
We help CPAs, attorneys, wealth advisors and exit planners navigate commercial real estate sales, 1031 exchanges, DST investments and Qualified Opportunity Zone strategies for eligible business-sale gains.
Client Industries
Business Services
Manufacturing
Real Estate/Construction
Retail
Client Results
We help business owners and real estate investors evaluate property dispositions, 1031 exchanges, DSTs and Qualified Opportunity Zone strategies to manage eligible capital gains and plan for their next investment.
Membership information
Membership
Maryland Individual
Member since
Member for 7 years
Why I'm a Member of XPX
We support XPX because successful business transitions require trusted, collaborative advisors. We help connect real estate dispositions and business-sale proceeds with appropriate reinvestment and capital gains planning strategies.