CRM

Business folders

This is the in-desk CRM your live system would call. Each company has a Financials folder and a Valuations folder. A request from here (or from your CRM) produces the opinion and files the Word and PDF reports back into Valuations.

Citrus Ridge Climbing Co.

Recreation / Climbing · Tampa, FL

Leasehold gym. Real estate is not in the deal.

Harbor Mechanical LLC

HVAC / Mechanical · Spring Hill, FL

Owner-occupied shop included. Sample P&L is in Financials.

Suncoast Title Partners

Title & Escrow · Brooksville, FL

Asset-light, cash-heavy professional services.