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

The constant change in the real estate market creates opportunities and challenges alike. At White Oak Legacy Partners, our goal for our clients is to maximize the opportunities and minimize those challenges. We accomplish this through our expertise of maximizing value at the portfolio level for our clients through our asset management & Business Valuation Services.

Values are being challenged in ways the real estate market has not seen in quite some time. Interest rate risk accompanied by capitalization rate expansion are putting downward pressure on values. Coupled with flattening rental rates and increasing expenses, softening net operating, income will further create challenges on commercial real estate ownership, business valuation, & asset management.

Now more than ever an asset manager is needed to provide support for the real estate portfolio. With White Oak Legacy Partners you will have quarterly updates on valuation and strategy accompanied with recommendations that parallel the portfolio’s goals.

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.

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. 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.

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.

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 options 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 – your success is our priority.