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MANY WAYS WE CAN HELP

We specialize in helping small to mid-size companies maximize their potential and profitability.

REAL ESTATE CONSULTING

In Socium, you’ll find a trusted partner with years of real estate valuation and asset management expertise. We provide a full suite of services to guide you through every step of your real estate investment lifecycle, from acquisition to disposition and everything in between. Unlike bigger advisory firms, we take a more hands-on approach, combining market trend data and advanced modeling techniques to develop unique strategies that are tailored to your specific circumstances and goals. Our core objective is—and will always be—to maximize the potential of every property you own.

  • OWNER REPRESENTATION

  • PORTFOLIO MANAGEMENT

  • VALUATION 

  • PRO-FORMAS

  • STRATEGIC PLANNING

  • ASSET RATIONALIZATION

  • DUE DILIGENCE

  • ACQUISITION / DISPOSITION

  • PROPERTY MANAGEMENT

  • SECURITIZATION

  • LEASE ADMINISTRATION

  • PROJECT MANAGEMENT

  • CONTRACTOR SELECTION

  • PROJECT TEAM BUILDING

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Real Estate

BUSINESS CONSULTING

We start any engagement by taking the time to really understand all the nuances of the business. Instead of dishing out generic advice, we’ll dig down to the fundamentals to uncover any problems or inefficiencies that could be preventing your business from maximizing its potential. Whether your business model needs a tune-up or a full operational overhaul, you can count on us to combine data analytics and creative problem solving to ensure that every aspect of your business—from strategic planning to operations to HR—is running smoothly. And that you’re taking advantage of every opportunity to improve and grow.

ORGANIZATIONAL MANAGEMENT

  • STRATEGIC PLANNING & GOAL-SETTING

  • PROCESSES / PROCEDURES 

  • CHANGE MANAGEMENT 

  • ORGANIZATIONAL STRUCTURE

  • PROJECT MANAGEMENT 

  • EDMS IMPLEMENTATION 

  • INSURANCE COORDINATION 

  • LEGAL REVIEW

HUMAN RESOURCES 

  • PAYROLL 

  • EMPLOYEE HANDBOOK 

  • EXPENSE REIMBURSEMENT SETUP 

  • HR COMPLIANCE

  • ROLES & RESPONSIBILITIES / JOB DESCRIPTIONS 

  • TALENT ACQUISITION 

  • PAYROLL / BENEFITS ADMINISTRATION 

INCORPORATION / SPIN-OFF 

  • INCORPORATION 

  • ASSET PURCHASE AGREEMENTS 

  • OFFER LETTERS, CONSULTING & ADVISORY AGREEMENTS

  • CAP TABLE MANAGEMENT

  • CONVERTIBLE PROMISSORY NOTE 

  • REVOLVING CONVERTIBLE PROMISSORY NOTE

RESTAURANTS

  • COMMERCIAL LEASE ADVISORY  

  • BUILD-OUT 

  • FINANCIAL PROJECTIONS / REPORTING 

  • INVENTORY MANAGEMENT 

  • SALES / MARKETING / BRANDING

  • TALENT MANAGEMENT    

  • OPERATIONS 

  • TECHNOLOGY ( POS systems, Online Delivery Systems, Social Media)

Business Consulting

FAMILY OFFICE CONSULTING

With years of first-hand experience running a family office, we have an acute understanding of its unique structure and day-to-day operations, from portfolio and wealth management to basic bookkeeping. We can help you create efficient processes and systems that not only save time and money, but also identify opportunities and prevent avoidable headaches in the long run. Our goal is to help you structure a well-managed family office that addresses your and your family’s needs for years to come.

  • PORTFOLIO MANAGEMENT 

  • SALES ( Property / Art Work ) 

  • WEALTH MANAGEMENT 

  • DEBT / LIQUIDITY MANAGEMENT

  • BILL PAY / BOOKKEEPING 

  • BUDGET PREPARATION / REPORTING 

  • TAX PLANNING / PREPARATION

  • CHARITABLE GIVING / DAF

  • PERFORMANCE ANALYSIS & REPORTING

  • PAYROLL ADMINISTRATION

  • RECORDS MANAGEMENT

  • INSURANCE COORDINATION

Family Office

FINANCIAL CONSULTING

Whether you’re an emerging start-up or a mature business, financial management and reporting accuracy is paramount in your future success. Overlooking this area often leads to bad decisions based on inaccurate or insufficient data. We can provide a clear picture of the financial health of your business and, if necessary, implement reliable financial systems, including budgeting, tracking, KPI analysis and reporting, that will inform good decisions moving forward.

  • FINANCIAL SYSTEMS IMPLEMENTATION 

  • BUDGETING 

  • SOCIUM BOOKS™ 

  • REPORTING 

  • BUSINESS VALUATION

  • FINANCIAL ANALYSIS

  • FINANCIAL MODELING & REPORTING

Financial Consulting

INTERESTED IN WORKING WITH US?

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