The constant change in the real estate market creates opportunities and challenges alike. At White Oak Legacy Partners, our goal for our clients is to maximize the opportunities and minimize those challenges. We accomplish this through our expertise in asset management, business valuation, and commercial real estate in Reno, NV.
Values are being challenged in ways the real estate market has not seen in quite some time. Interest rate risk accompanied by capitalization rate expansion are putting downward pressure on values. Coupled with flattening rental rates and increasing expenses, softening net operating, income will further create challenges on commercial real estate ownership, business valuation, & asset management. Additionally, wealth management in Reno becomes crucial in navigating these complexities.
Now more than ever an asset manager is needed to provide support for the real estate portfolio. With White Oak Legacy Partners you will have quarterly updates on valuation and strategy accompanied with recommendations that parallel the portfolio’s goals.
According to Project Equity, nearly 3 million business owners aged 50 and older are nearing retirement, setting the stage for one of the largest wealth transfers in history. In the next decade, 6 out of 10 business owners plan to sell their businesses—yet shockingly, only 13% successfully do so. That’s fewer than 1 in 6 businesses!
At White Oak Legacy Partners, we understand the stakes are high—not just for business owners, but for their communities. Nationally, these businesses represent 2.9 million firms, 32 million employees, and nearly $6.5 trillion in revenue. Failed transitions can have a devastating ripple effect, impacting employees, contractors, vendors, and entire local economies.
Our comprehensive exit planning services are designed to increase the odds of a successful transition by addressing financial readiness, valuation, legal preparation, and transition strategies. Let us help you secure your legacy, maximize your business’s value, and protect the community that depends on your success.
At White Oak Legacy Partners, we specialize in business brokerage services, guiding owners through the sale or acquisition process with expertise and care. From valuation and buyer searches to negotiations and deal management, we ensure every transaction is smooth and successful. Let us help you maximize value and achieve your goals with confidence.
At White Oak Legacy Partners, we offer expert business valuation services tailored to your specific needs, including divorce settlements, financial reporting, estate and gift planning, business disputes, buy/sell agreements, and mergers and acquisitions. Our accurate and reliable valuations provide the clarity and confidence you need to navigate critical decisions and secure your business's future. Let us help you understand your business's true worth and plan with purpose.
At White Oak Legacy Partners, our forensic accounting services are designed to uncover the truth in critical situations such as fraud investigations, divorce settlements, business disputes, financial reporting, and litigation support. With meticulous analysis and actionable insights, we provide the clarity and evidence you need to make informed decisions and protect your interests. Trust us to bring expertise and precision to your most complex financial challenges.
At White Oak Legacy Partners, we specialize in analyzing and quantifying commercial damages and lost profits in cases such as contract breaches, business interruptions, and other disputes. Our detailed evaluations provide clear, defensible calculations to support negotiations, litigation, or settlement discussions. Let us help you protect your financial interests and secure fair compensation with precision and expertise.
At White Oak Legacy Partners, we provide expert analysis to apply the Pereira and Van Camp methods in divorce property division cases. Whether attributing growth to active efforts or external factors, we ensure equitable calculations for separating community and separate property contributions. Trust our expertise to deliver clarity and fairness in even the most complex property disputes.
At White Oak Legacy Partners, we specialize in applying the Malmquist Doctrine to ensure equitable division of property acquired before marriage but paid into during the marital period. Our expert analysis distinguishes between separate and community property contributions, providing accurate calculations and defensible solutions. Let us help you navigate complex property disputes with clarity and confidence.
