Advisory Services


Accounting, Finance, and Business Strategy Services for Small Businesses

Large corporations and multinational companies employ dozens, and sometimes hundreds, of people in their Accounting, Finance, and Business Strategy departments. Keystone believes that small and medium size businesses require the same functions and deserve top quality service. We deliver outstanding Financial Management and Business Strategy functions without the overhead, and on demand. We help our clients find and implement the right growth strategy for their circumstances and strive to be recognized as providing the finest advice and service.


Financial Advisory

Keystone offers objective and unbiased advice involving:



  • Bank financing: Commercial Real Estate (CRE) and Commercial & Industrial (C&I) loans
  • Equity and debt placement
  • Corporate property monetization
  • Shareholder liquidity
  • Financing alternatives evaluation & advisory


Real Estate Advisory

  • Combination transactions (land for developed property) advisory
  • Property dispositions
  • Real estate investments due diligence & analysis
  • Market analysis


Corporate Finance Advisory

  • Strategic growth advisory
  • Financial management advisory
  • Capital structure optimization
  • Corporate restructuring
  • Acquisitions
  • Private company share valuation
  • Modeling and sensitivity analysis


Investor Services

  • Investment capital financing (debt & equity)
  • Investment strategic advisory
  • Investment due diligence