B and B Funds, Reliable Resources  – 2022
Joined to assist in establishing operations for a SEC Reg D Private Equity Fund, and to integrate operations with a General and Electrical Contracting Company and a Real Estate Brokerage company.  Advised on every aspect of : Legal documentation, liaison with counsel, establishment of management plan, strategic planning, evaluation of real estate acquisitions (bare land, platted developments, assisted living development, industrial specs), negotiations, complete budget model creation for land acquisition, land to completed lots development, complete construction budget and cash flow development for projects from 26 to 140 lots, establishment of banking relationships and approved lending requests, complete SEC Reg D Tear Sheet prep, Prospectus review and editing coordination with counsel, complete investor presentation build, business development-new investors, investor relations. Advised on accounting systems, management, human resources, financial management, cash flow analysis, planning, and strategy.