A real estate and family Business Solution firm in Reno focused on EMPATHY, SUCCESSION, AND SECURITY OF FAMILY LEGACIES BY PROVIDING A HOLISTIC APPROACH TO:

  • Real Estate Solutions
    Group Sponsorship
    Asset Management
    Commercial Brokerage
  • Business Solutions
    Business Valuation
    Exit Planning
    Business Brokerage

What We Can Do For You

Real Estate Solutions
Business Solutions

Group Sponsorship

Opportunity is at the cusp of realization. Not since the price adjustment days of 2007-2011 have we seen the level of commitments for distressed property as we have seen in this current cycle. Due to White Oak Legacy Partners positioning in the market, we intend to capitalize on these upcoming opportunities. This includes acquisition of senior debt encumbered by real estate assets in addition to the assets themselves. Our group sponsorship platform falls under the private placement exemptions under regulation D., rules 504, 505 or 506 depending on the deal size and investor qualifications.
Our fully specified or semi specified platforms can be geared towards investments for income, depreciation, equity build up, appreciation and leverage. Each one varying on the needs of the limited partners and acquisition opportunities.
View Our Group Sponsorship Investments

Commercial Brokerage in Reno, NV

White Oak Legacy Brokerage is the commercial real estate transaction vertical of our real estate solutions. Our deep market expertise and team approach allows us to represent property owners in Nevada and buyers nationwide. With over $100,000,000 in transactional volume ranging from Hawaii, California, Florida, and Nevada and consisting of Self Storage, office, retail, industrial, multifamily, and agricultural properties we can maximize value for our sellers and buyers. As commercial real estate brokers in Reno, we leverage our knowledge of commercial real estate in Reno, NV to deliver exceptional results. Our industry involvement ranging from speaking engagements, quarterly reports and association involvement allow us to be at the forefront of the market and an industry leader.
See Our Commercial Brokerage Solutions

Exit Planning

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Exit Strategy Planning in Reno, NV

According to Project Equity, there are almost 3 million businesses owners aged 50 years and over. This era will create one of the biggest wealth transfers of our lifetime. 6 out of 10 business owners plan to sell in the next decade. Only 13% or less actually sell! That’s less than 1 out of 6 businesses! Our goal at White Oak Legacy Partners is to increase the odds of our client’s successful exit plan by mitigating deal killers like financials, legal, transition and most importantly client expectations to facilitate a successful transition.
White Oak Legacy Partners understands that not selling a business is not only bad for the business owner, but bad for the community. On a national scale, 6 out of 10 businesses equate to 2.9 million firms, 32 million employees and almost 6.5 trillion dollars in revenue. If only 13% of these businesses sell, this will be a major blow to employees, contractors, vendors, and communities that are dependent upon these businesses.
Exit planning is not only necessary for the business owner but the community at large, and White Oak Legacy Partners is here to increase those odds through business valuation services & more.
View Our Exit Planning Opportunities

Business Valuation in Reno, NV

Unlock your business's true value with White Oak Legacy Partners. Whether you need a budget-friendly starting point or a comprehensive understanding, we offer business valuation services in Reno tailored for you. Choose the Calculation of Value for a precise estimate or the detailed Summary Valuation Report for crucial scenarios like buy-outs or litigation, meeting IRS standards. Impress partners with a detailed report, crafted with expert precision, ensuring reliability and completeness. Navigate valuations and transactions effortlessly with our flexible options. Your decision matters; empower yourself with the freedom to choose based on your needs. Experience the White Oak Legacy Partners advantage in business valuation in Reno– your success is our priority.
Look at How We Can Help Your Business

Commercial Brokerage

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Exit Planning

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Our Approach

Empathy
Understanding Family Dynamics in Business
At White Oak Legacy Partners, we go beyond the basics. We understand that the heart of your business lies within the intricacies of your family dynamics. Unlike others, our approach is rooted in empathy, recognizing the profound impact of interfamily relationships on business success. We've experienced these complexities firsthand, making us uniquely equipped to guide you through them.
Partnering with White Oak Legacy Partners
Choosing us means more than just finding a consulting firm; it means partnering with a team that genuinely cares about the delicate balance between your business objectives and family values. Handling your wealth and legacy is a privilege we take seriously. With White Oak Legacy Partners, you gain not just advisors but empathetic partners dedicated to your family's success.
Succession
The Importance of Succession Planning
Do you have a comprehensive succession plan for your estate and leadership team? Remarkably, only one-third of family businesses make it from the first to the second generation, with survival rates dropping to 12% and 3% for the third and fourth generations, respectively.
Our Expertise in Seamless Succession
Leveraging our deep roots in multi-generational real estate and business, White Oak Legacy Partners believes in the critical role of smooth leadership transition for enduring success. We specialize in estate management and succession planning, ensuring that knowledge and dedication are passed down effectively within your team and family.
Partnering for Your Future
We ally with leading industry experts, from estate planning attorneys to certified financial planners in Reno and more, offering a robust blend of experience and knowledge. White Oak Legacy Partners is your trusted advisor, ready to elevate your real estate or business ventures through strategic succession planning.
Security
Market Readiness and Revenue Protection
Are you equipped to handle the market's constant shifts, and is your main revenue stream secure? As pioneers in real estate investment, asset management, and business consultancy, White Oak Legacy Partners prioritizes the security of our clients’ investments. Recognizing the significance of your real estate and business portfolio as a primary income source, we dedicate ourselves to understanding market intricacies and avoiding pitfalls, ensuring your investments are as safeguarded as our own.
Comprehensive Investment Security
With our integrated approach encompassing investment, asset management, brokerage, and business consulting services in Reno, we treat your portfolio with the care of a family business. The foundation of White Oak Legacy Partners is built on three generations of industry insight, offering our clients unparalleled strategies to enhance the value of their real estate and business investments. Trust us to be your guide in maximizing investment potential and securing your financial future.

Partner with White Oak Legacy Partners to Build a Legacy That Will Last for Generations

Are you ready to secure your family's legacy and ensure a successful future for your business? Contact White Oak Legacy Partners today! We provide a holistic approach to asset management, business solutions, commercial real estate, and business valuation in Reno. Our team specializes in syndication, estate advisory, commercial brokerage, and exit planning, focusing on empathy, succession, and security. We'll work closely with you to create a personalized plan that meets your unique needs and goals. Don't wait to secure your family's future – reach out to us now and let's get started.
Work with Us Today!
asset management, business solutions, commercial real estate, and business valuation in Reno
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