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    • 50% FEMA Appraisal
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    • Site Selection Process
    • Capital Assets Valuation
    • ASC 805 PPA Real Property
    • Hotel Resort Valuation
    • Winery Vineyard Valuation
  • Business Valuation
    • Business Valuation
    • ESOP Valuation
    • Impairment Loss Valuation
    • M&A, Business Exit Plan
    • IP Patent Valuation
    • ASC 805 PPA Business Comb
    • STARTUP, 409a Valuation
    • Transfer Pricing Study
  • Cost Seg
    • Cost Segregation Study
    • CS Partial Disposition
    • CS FOR RENOVATION, UOP
  • Forensics Financial
    • Divorce Valuation
    • Business Interruption App
    • Economic Damages
    • Bankruptcy Valuation
    • Fire Ins Replace Cost App
    • Real Estate Damages
    • Personal Injury, WD, WT
  • Comm RE Advisor & OZ
    • CRE Investment Advisor
    • Incentives Advisory
    • Opportunity Zone Overview
    • OZ Who Can Benefit
    • OZ Advisory Services
  • Qualifications
  • Contact Us
  • More
    • Home
    • Comm RE Appraisal
      • Commercial RE Appraisal
      • Estate Gift Tax Valuation
      • 50% FEMA Appraisal
      • Reserve Study HOA
      • CRT & Donation Valuation
      • Site Selection Process
      • Capital Assets Valuation
      • ASC 805 PPA Real Property
      • Hotel Resort Valuation
      • Winery Vineyard Valuation
    • Business Valuation
      • Business Valuation
      • ESOP Valuation
      • Impairment Loss Valuation
      • M&A, Business Exit Plan
      • IP Patent Valuation
      • ASC 805 PPA Business Comb
      • STARTUP, 409a Valuation
      • Transfer Pricing Study
    • Cost Seg
      • Cost Segregation Study
      • CS Partial Disposition
      • CS FOR RENOVATION, UOP
    • Forensics Financial
      • Divorce Valuation
      • Business Interruption App
      • Economic Damages
      • Bankruptcy Valuation
      • Fire Ins Replace Cost App
      • Real Estate Damages
      • Personal Injury, WD, WT
    • Comm RE Advisor & OZ
      • CRE Investment Advisor
      • Incentives Advisory
      • Opportunity Zone Overview
      • OZ Who Can Benefit
      • OZ Advisory Services
    • Qualifications
    • Contact Us
  • Home
  • Comm RE Appraisal
    • Commercial RE Appraisal
    • Estate Gift Tax Valuation
    • 50% FEMA Appraisal
    • Reserve Study HOA
    • CRT & Donation Valuation
    • Site Selection Process
    • Capital Assets Valuation
    • ASC 805 PPA Real Property
    • Hotel Resort Valuation
    • Winery Vineyard Valuation
  • Business Valuation
    • Business Valuation
    • ESOP Valuation
    • Impairment Loss Valuation
    • M&A, Business Exit Plan
    • IP Patent Valuation
    • ASC 805 PPA Business Comb
    • STARTUP, 409a Valuation
    • Transfer Pricing Study
  • Cost Seg
    • Cost Segregation Study
    • CS Partial Disposition
    • CS FOR RENOVATION, UOP
  • Forensics Financial
    • Divorce Valuation
    • Business Interruption App
    • Economic Damages
    • Bankruptcy Valuation
    • Fire Ins Replace Cost App
    • Real Estate Damages
    • Personal Injury, WD, WT
  • Comm RE Advisor & OZ
    • CRE Investment Advisor
    • Incentives Advisory
    • Opportunity Zone Overview
    • OZ Who Can Benefit
    • OZ Advisory Services
  • Qualifications
  • Contact Us


Commercial Business Valuation, Cost Seg, Financial Forensics

Commercial Business Valuation, Cost Seg, Financial Forensics Commercial Business Valuation, Cost Seg, Financial Forensics Commercial Business Valuation, Cost Seg, Financial Forensics

OZ Advisory Services

For Investors (Individual & Institutional), evaluate and implement strategies to defer and potentially reduce capital gains taxes and access new real estate and business opportunities while supporting impact-oriented projects.


We Provide:

  1. Commercial real estate brokerage services to acquire the land for the project development as multiresidential/ industrial/ hotel/ retail and other Potential Uses. 
  2. Coordinate with the Substantial Improvements for the exisitng building.
  3. Advise in project feasiblity study with a Commercial and Business Valuation core capability.


By streamlining fund creation, compliance, and stakeholder collaboration, we can help investors and developers maximize both tax benefits and community impact.


Opportunity Zone (OZ) Expert Services

     Fund Formation & Compliance

  • Create Qualified Opportunity Funds (QOFs).
  • Ensure legal and tax compliance (e.g., Form 8996).

     Tax Strategy

  • Assess capital gains deferral and basis step-ups.
  • Manage key deadlines, including the 180-day window.

     Project Feasibility

  • Verify OZ eligibility and market viability.
  • Conduct financial modeling and due diligence.

     Deal Structuring & Execution

  • Balance equity and debt while meeting OZ rules.
  • Draft legal documents working with a legal counsel and support fundraising.

     Ongoing Oversight

  • Monitor annual compliance and asset testing.
  • Advise on refinancings, repositioning, or strategy pivots.

     Exit Planning

  • Optimize exits post five, seven, or ten years.
  • Guide dispositions, rollovers, and estate considerations.

     Community Engagement

  • Coordinate with local stakeholders.

Copyright © 2017 Commercial Appraisal & Business Valuation,  Cost Segregation Study, Commercial Real Estate Appraisal, Replacement Cost Appraisal, Capital Assets Valuation, Company Business Valuation, Fairness Opinion, Solvency Opinion, Estate Tax Valuation, Gift Tax Valuation, IP Valuation, - All Rights Reserved.  David Hahn, Certified Valuation Analyst (CVA), Certified M&A Advisor (CM&AA), Certified Commercial Investment Member (CCIM), Master Analyst in Financial Forensics (MAFF), Accredited Senior Appraiser (ASA), California State Certified General Appraiser License #AG009828, CA DRE Broker License #00902122

  • Commercial RE Appraisal
  • Estate Gift Tax Valuation
  • 50% FEMA Appraisal
  • Reserve Study HOA
  • CRT & Donation Valuation
  • Site Selection Process
  • ASC 805 PPA Real Property
  • Hotel Resort Valuation
  • Business Valuation
  • ESOP Valuation
  • Impairment Loss Valuation
  • IP Patent Valuation
  • ASC 805 PPA Business Comb
  • STARTUP, 409a Valuation
  • Transfer Pricing Study
  • Cost Segregation Study
  • CS Partial Disposition
  • CS FOR RENOVATION, UOP
  • Business Interruption App
  • Economic Damages
  • Bankruptcy Valuation
  • Fire Ins Replace Cost App
  • Real Estate Damages
  • Personal Injury, WD, WT
  • CRE Investment Advisor
  • Incentives Advisory
  • Opportunity Zone Overview
  • OZ Who Can Benefit
  • OZ Advisory Services

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