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
Company Details
- Employees
- 1
- Founded
- -
- Address
- 630 Leather Hinge Trail, Roswell,georgia 30075,united States
- Phone
- +1 770 650 2885
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- miterko.com
- Keywords
- Due Diligence Specialists, Sponsor Consulting, Due Diligence Outsourcing, WSP Review and Update, Alternative Investment Specialists, DD Auditing.
- HQ
- Roswell, Georgia
Miterko And Associates Questions
Miterko And Associates's helpline number is +1 770 650 2885
Miterko And Associates's website is miterko.com
Miterko And Associates's LinkedIn profile is https://www.linkedin.com/company/miterko-&-associates
Miterko And Associates has
1 employees.
View email and phone details for 1
employees at Miterko And Associates.
Miterko And Associates's industry is
Financial Services
Miterko And Associates's top competitors are
Empreza Tax, Llc,
Expert Quickbooks Services,
Value Management & Research Ag, Research Division,
Dmk Advisor Group, Inc.,
Absolute Capital Management, Llc,
Dorleans Financial,
Perch Wealth 1031 Exchange,
Rb.capital,
Cova Capital Partners, Llc,
199 Capital Management Llc.
Miterko And Associates's categories are Financial Services
Miterko And Associates's founding year is 1989
