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


Keystone Financial Services

Obtaining Capital for Your Next Commercial Real Estate Venture

If you are a commercial real estate developer, you will be pleased to know Keystone capital services specializes in commercial real estate financing. Expanding or improving your real estate business can be hard, especially if you are applying for financing through a traditional bank or credit union. Fortunately, our commercial real estate loans can provide you with up to $1 million or more in a relatively short period of time. We can finance both investment and owner-occupied properties, and we have experience working with companies of all sizes.

Our Portfolio

Keystone capital services is proud to offer a varied portfolio of real estate products. Our clients can choose from the following financing options:

Conventional loans
International financing
HUD and FHA loans
Equity and mezzanine financing
SBA 7a and 504 loans

Unlike some lenders, Keystone capital services aims to offer competitive interest rates and flexible repayment terms. For larger transactions, some companies may be able to receive up to $100 million in funds.


Links of interest


Our clients include:

  • Real estate developers

  • Custom home builders

  • Real estate investors

  • Real estate operating companies (REOCs)

  • Management and real estate service companies