Building Your Legacy, Strengthening Your Finances
Comprehensive Financial Operating System for Real Estate Developers
Building More Than Structures
As a developer, you’re not just creating buildings; you’re making investments and transforming communities. Moving from vision to reality requires meticulous financial management to ensure projects stay on time and on budget. At Gilmer Ferretti, we specialize in supporting developers like you with financial clarity, tax optimization, and strategic planning. Our goal? To empower you to focus on what matters most: turning your projects into lasting legacies.
What We Know About You
Your Challenges:
- Navigating complex project costs and revenue cycles while keeping cash flow stable.
- Managing large-scale investments with intricate tax and compliance requirements.
- Structuring your business to maximize tax efficiencies and protect assets.
- Securing funding and evaluating potential returns while mitigating financial risks.
Our Perspective:
We know the unique challenges developers face, from breaking ground to closing deals. Whether you’re building multi-family housing, commercial properties, or mixed-use developments, you need a financial partner who understands the complexities of your industry and aligns with your vision for success.
Common Problems You Face (and How We Solve Them)
Cash Flow Uncertainty
- The Problem: Development projects often face delayed payments or unexpected cost overruns, making cash flow management a constant challenge.
- Our Solution: We provide tools and strategies to optimize cash flow, helping you anticipate challenges, secure funding, and maintain stability through every phase of your project.
Complex Tax Regulations
- The Problem: Developers must navigate intricate tax laws, including depreciation schedules, 1031 exchanges, and project-specific deductions, which can significantly impact profits.
- Our Solution: Our expert tax planning ensures you leverage every available deduction and credit while deferring taxes and maximizing reinvestment opportunities.
Lack of Financial Clarity on Projects
- The Problem: Without detailed financial plans, it’s difficult to assess project profitability, evaluate financing options, or contingencies.
- Our Solution: We create comprehensive project financial models to forecast costs, revenues, and potential returns, ensuring your projects stay profitable and on track.
Inefficient Business Structures
- The Problem: Operating under the wrong entity structure can result in higher taxes and increased liability exposure.
- Our Solution: We guide you in selecting or restructuring the right business entity to maximize tax efficiencies and protect your assets as you scale your business.
Our Services for Developers
- Business Management, Financial Modeling, and Construction Budget Management: Gain financial clarity and control with detailed profit forecasting models and expert construction budget management for each project. Whether you’re developing residential units, commercial spaces, or mixed-use properties, we help you evaluate financing options, project costs, and returns. Our services ensure you can manage budgets effectively, avoid cost overruns, and maximize overall profitability.
- Tax Strategy and Optimization: From project-based depreciation to 1031 exchanges, our tailored tax strategies minimize your tax burden while aligning with your long-term goals. We handle complex tax scenarios, ensuring you leverage every available deduction and credit so you can focus on expanding your portfolio.
- Comprehensive Accounting and Compliance: Clean and accurate books are the foundation of sound financial management. Our meticulous accounting services ensure your financial records are accurate, compliant, and always ready for tax filing, reporting, or audits. With us, you’ll have a clear picture of your business’s financial health at all times.
- Entity Structuring and Business Formation: Set the groundwork for success with the right business structure. Whether forming a new development entity or restructuring for efficiency, we help you achieve optimal tax savings and liability protection while positioning your business for long-term growth.
- Mergers & Acquisitions Advisory: Looking to grow through acquisitions or partnerships? Our comprehensive M&A advisory services include due diligence, financial assessments, and deal structuring to ensure every move aligns with your growth strategy and maximizes returns.
Limited Spots Available
To provide personalized attention to each client, we limit the number of strategy sessions we offer each month. Don’t miss out on this opportunity to take control of your financial future.
Client Testimonials
Tax Liability Reduced by:
$21,000
“I don’t know what I would do without the Gilmer Ferretti Group.”
Roy B., Realtor
Tax Liability Reduced by:
$62,000+
“Wiped off my entire tax liability while helping me save for retirement."
Tomoka K, Engineer
How We Partner with Developers
Step 1
Schedule Your Initial Consultation
Book a strategy session to discuss your financial goals, upcoming projects, and challenges.
Step 2
Data Collection and Assessment
We analyze your financial standing, ongoing projects, and long-term objectives, identifying opportunities for improvement and growth.
Step 3
Customized Financial Plan
Receive a detailed, developer-focused plan that addresses everything from tax planning to cash flow management.
Step 4
Implementation and Ongoing Support
We handle filings, reporting, and advisory tasks, providing regular reviews to ensure your financial strategies align with your evolving business needs.
Take the Next Step in Building Your Legacy
Your projects deserve a financial foundation as strong as the structures you build. With Gilmer Ferretti, you’ll gain the clarity and confidence to grow, save, and succeed.
Schedule Your Free Strategy Session Today
