Real EstateLearn More

Whether you are just getting started in real estate investing or have been working in the industry for years, you need someone on your team who has experience.  We've helped hundreds of clients, including investors, lenders, and brokers, to make financially savvy decisions regarding their real estate transactions.  From basic transactions involving seller financing to sophisticated multi-party 1031 exchanges, we've seen it all.

We routinely assist clients with the following questions:

  • How should I finance my real estate purchase?
  • How can I structure my property sale in a tax efficient manner?  Does a 1031 exchange make sense for me?
  • Should I purchase a building within my current business entity?
  • Am I taking full advantage of all the deductions associated with my property?
  • Do I qualify as a Real Estate Professional (REP)?
  • Am I operating my rental properties efficiently?

ConstructionLearn More

We have years of experience in providing services to the construction industry.  Our clients include large general contractors, subcontractors, and custom home builders. We understand your business issues and can apply proven strategies to achieve your goals.

We provide insight about various issues affecting construction companies, including:

  • Entity structure planning
  • Operational performance and industry benchmarking
  • Job costing analysis
  • Cash flow management
  • Obtaining financing
  • Debt restructuring

RestaurantsLearn More

We recognize the fast pace of the restaurant industry and that providing an enjoyable experience to your customers comes above all else.  Our team has worked with a diverse selection of clients in the restaurant and entertainment industry.  We can help you see the big picture in your business to make smart financial decisions.  Some of the services we provide to our restaurant clients include:

  • Entity structure planning
  • Operational performance and industry benchmarking
  • Cash flow management
  • Accounting system review
  • Inventory management
  • Income tax tip credit calculations

Professional ServicesLearn More

Professional services include a wide range of niches, from law firms, and medical and dental practices, to photography, communications and publishing companies.

At ClearPath Advisors, like your practice, we understand that the foundation of any successful business is relationships and great client service. By adding the experienced professionals at ClearPath Advisors, you have gained a valuable partner that can help guide you on your path to success.

We provide services and proven strategies that include the following:

  • New business consulting
  • General management consulting
  • Tax minimization planning
  • Operational performance and industry benchmarking
  • Business growth strategies
  • Compensation
  • Succession planning
  • Accounting software assistance and training
  • Estate & gift tax