PROVIDING ADDITIONAL SERVICES TO CLIENTS
Harris Advisory's services can assist in meeting the needs of your existing as well as prospective clients. Are you a professional involved in one or several of the following areas that are components of Financial Planning?
- Financial Planner
- CPA
- Insurance Advisor
- Estate/Legal
If so, we can assist you in those activities that often represent a significant component of financial planning. Typically this may be in the form of illiquid assets such as real estate, financial assets (leases/promissory notes, etc.) and privately held corporate interests. Structuring these type of investments in the proper entity or for the ultimate purpose is your job. Harris Advisory can provide the asset-specific expertise that is part of that decision-making process.
This expertise is based on the three M's : Maximizing, Managing & Monetizing.
MAXIMIZING
Many factors go into determining the best course of action to take. Evaluating real estate and financial assets is no different. Is the purpose to create ongoing cash flow or might it be to position the asset for future appreciation. Is there leverage associated with the asset, or might it make sense to provide leverage to pull out cash sooner rather than later? Are there problematic issues that need to be resolved first, such as environmental, over-leverage or under-market rents or revenues that need to be considered?
We can help you with the underlying details of the specific situation that may have a significant impact on what course of action you take. We can work in concert with you to ensure that the asset is best aligned with the course of action you are recommending.
We can help you with the underlying details of the specific situation that may have a significant impact on what course of action you take. We can work in concert with you to ensure that the asset is best aligned with the course of action you are recommending.
MANAGING
Changes in circumstances, whether planned or unexpected, often require a different approach to how assets are managed. The ability or desire to stay involved on a day to day basis may be impacted by health, economic circumstances, degree of interest by owners or their prospective partners or heirs - any number of things.
Depending on the asset, Harris Advisory can provide direct management or take an asset management role - selecting, managing and overseeing those specialized roles necessary for maintaining and/or enhancing the value of the asset from an economic and physical perspective.
Depending on the asset, Harris Advisory can provide direct management or take an asset management role - selecting, managing and overseeing those specialized roles necessary for maintaining and/or enhancing the value of the asset from an economic and physical perspective.
MONETIZING
Harris Advisory provides disposition services to allow illiquid investments to be re-deployed for other purposes. We have years of experience in managing the exit of a variety of asset classes and product, ranging from residential and commercial properties to corporate assets including equipment, inventory and minority corporate and partnership interests.
We can select the best professionals to work with and coordinate the brokerage, management and other service components that typically come with dealing with such assets. Use us as your resource to serve your clients and develop new ones.
We can select the best professionals to work with and coordinate the brokerage, management and other service components that typically come with dealing with such assets. Use us as your resource to serve your clients and develop new ones.
HARRIS ADVISORY, LLC
8604 Turtle Creek Blvd., #12612
Dallas, Texas 75225
(214) 926-2840
www.harris-advisory.com
