Miterko and Associates

AREAS OF EXPERTISE Miterko and Associates provides trusted & valuable independent due diligence services, primarily on Alternative Investments. • Public and private offerings • Real estate • Energy programs • Private equity • 1031 exchanges, and drilling programs • Preferred stock • Credit offerings • Tax-Oriented offerings such as CEs, DSTs, OZs BD/RIA Due Diligence Outsourcing Outsource some or all of your due diligence process to qualified, third-party experts. • Initial Program Screenings • Program Reviews • Sponsor/Issuer Reviews • Ongoing Monitoring of Public and Private Placements • Custom Projects • Compliance Controls and Procedures Review and Audit (WSP's) Sponsor Consulting Improve Market Acceptance and Penetration Rates for Products Reviewed • We help develop the right structure, disclosures, and controls in line with industry best practices to improve success in BD/RIA channels. • Sponsor Reviews • Program Structure Consulting and Recommendations • Position Your Company's History and Operating Strategy for Success • Best Practices and Growth Path Strategies • Back-office Controls and Procedures Independent Due Diligence Verification of facts, using a process developed over 35 years of experience. • Unique due diligence and market risks to consider, making Client business decisions much easier • Executive Summary of material unique potential strengths, weaknesses, along with any risk mitigating factors • Straightforward assessments and analyst's opinions, in writing • Qualitative and quantitative assessments • Thorough and comprehensive research reports Ongoing Public and Private Investment Monitoring Investment monitoring is a time-consuming process that often falls to the back burner in favor of revenue-producing activities. • Actively monitor public and private offerings • Build monitoring files for you to access • Miterko Monitoring Reports (TM) summarize key performance factors