Strategic Tax & Transaction Advisory
Unlock tax incentives and strengthen transaction outcomes through disciplined, independent advisory
Our Services
We provide strategic tax incentive and transaction advisory to enhance after-tax cash flow, protect asset value, and support disciplined capital decisions.
-
Independent valuation review and assessment strategy designed to ensure assets are not over-assessed and portfolio valuations reflect market reality.
What We Deliver:
Assessment analysis
Protest strategy support
Valuation benchmarking
Ongoing tax estimate review
-
Engineering-based tax acceleration strategies designed to increase cash flow and improve after-tax returns for real estate owners and investors.
What We Deliver:
Detailed cost segregation analysis
Engineering-supported documentation
Audit-ready reporting
Coordination with CPA advisors
-
Strategic identification and documentation of qualified research activities across engineering, development, manufacturing, and technical operations.
What We Deliver:
Eligibility assessment
Technical activity documentation
Wage and expense analysis
Federal and state credit optimization
-
Strategic identification and documentation of qualified research activities across engineering, development, manufacturing, and technical operations.
What We Deliver:
Quality of Earnings (QoE) analysis
Normalized EBITDA and cash flow assessment
Revenue sustainability and concentration analysis
Working capital and balance sheet review
Identification of financial risks and deal-impacting adjustments
Our Approach
SEVN Advisory bridges tax incentive strategy with transaction and capital awareness. We operate at the intersection of cost segregation, R&D credit optimization, property tax strategy, and financial due diligence — delivering advisory that supports disciplined growth and capital deployment.
Our perspective is informed by experience across real estate ownership, operating businesses, and investment transactions — enabling a practical, capital-aware approach to tax and financial strategy.
We prioritize independent analysis, audit-ready documentation, and transaction-focused insight.
Discuss Your Tax Strategy or Transaction
Schedule an introductory discussion to evaluate tax incentive opportunities, asset strategy, or transaction considerations specific to your situation