“We had been working on our succession planning for a number of years but could not come to a resolution. We hired the Grassi team, and they immediately developed a succession strategy, which was incredibly tax efficient and also provided a smooth and sensible transition.”

Tom Barr, Treasurer, Barr & Barr Builders, Inc.

Operational Reviews

Operational Reviews

Many companies overlook value-added services when managing operations. We ensure that every aspect of our clients' business works effectively and efficiently and contributes to their bottom line. During an operational review, our team examines and evaluates all operating, develops strategies to overcome identified problems, and guides the client in implementing corrective measures. Our team also initiates monitoring systems to evaluate the ongoing performance and effectiveness of the programs instituted.

Click here to read Partner Steve Mannhaupt's article, "Operational Reviews Save Distressed Companies" from the New York Real Estate Journal.