Real Estate & Construction
In the dynamic realms of real estate and construction, precise financial management is essential. At Maxwell Locke & Ritter, we specialize in addressing the unique financial demands of these industries. From groundbreaking to ribbon-cutting to years of profitable operations, our team of seasoned experts brings a wealth of knowledge and experience to support the cyclical nature of your business.
Laying the Financial Cornerstones for Your Success
Navigating the financial aspects of construction and real estate requires a partner who understands the complexities of these industries. ML&R knows how to effectively manage and monitor expenses related to hard costs (equipment, materials, workers, hazardous material abatement, etc.) and soft costs (consultants, project planning, and more). Fast-growing real estate and construction organizations turn to us to maximize their operational efficiencies, maintain regulatory compliance, and more. Our goal is to ensure your financial success matches the quality of your services.
Experts in Real Estate Accounting and Construction Finance
Maxwell Locke & Ritter’s considerable experience with real estate investors, developers, and operators, as well as construction contractors and builders gives us a unique understanding of your business needs. We know the intricacies of these sectors and are committed to guiding you through every fiscal aspect of your projects.
Construction Industry Financial Management:
Construction companies navigate a challenging environment, with cost pressures creating a need for efficient operations and cash flow management. These businesses need access to reliable and timely financial and operational information to build a successful future. ML&R works with general contractors, specialty contractors, builders, and developers of all sizes to ensure that job costs are accurately captured and reported, which is crucial for the financial management of construction projects. Our experienced construction accounting team can also assist you with internal audit outsourcing and co-sourcing, tax credit analysis, and compliance with evolving regulations for federal, state, and local tax laws.
Real Estate Development Accounting:
Maxwell Locke & Ritter offers a full range of specialized real estate accounting services delivered by an experienced team to address your tax, assurance, and advisory needs. Changing regulations and market conditions can significantly impact your success. The ML&R team is well-versed in the needs of both companies and individuals that invest in, develop, own, and operate real estate projects. Let our team’s expertise help you maximize your opportunities and minimize the inherent real estate tax risks, allowing you to stay focused on growing your business.
- Financial Statement Assurance & Advisory
Audit, other assurance, and advisory services provided by experienced CPAs with a focus on efficiency, providing a critical analysis of your operations and strengthening your system of internal controls.
- Advisory & Other
- Agreed-Upon Procedures
- Financial Statement Compilation
- Financial Statement Preparation
- GAAP Advisory, including Revenue Recognition under ASC 606
- Tax Compliance & Advisory
Specialized tax advisory and compliance services aimed at maximizing available incentives and ensuring compliance with tax regulations specific to the real estate and construction industries.
- Federal, State, and Local Income Tax Advisory and Compliance
- M&A Planning
- Tax Planning for Property Acquisitions and Sales
- Section 1031 Like Kind Exchanges
- Target Allocations and Carried Interest Analysis
- Cost Segregation
- Succession Planning
- Risk Assurance & Advisory
Customized risk management and regulatory compliance solutions specifically designed to meet the needs of your business, customers, and regulators.
- Internal Controls Assessment
- IT Assessment
- Sarbanes-Oxley (“SOX”) Readiness & Compliance
- SOX Program Optimization
- Internal Audit Outsourcing & Co-sourcing
- Enterprise Risk Management
- 401(k) Plan Management
Our affiliate, ML&R Wealth Management, provides corporate retirement and 401(k) plan design and management for growing businesses.
- Fiduciary Compliance & Support
- Investment Advisory Services
- Personalized Employee Communications
- Plan Design Consulting
- Regulatory Compliance
Tailored Financial Solutions for the Real Estate and Construction Industries
Advance your real estate and construction projects with confidence by having a strong financial foundation. Reach out to Maxwell Locke & Ritter today and let our specialized construction and real estate accounting services team pave the way for your success.