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Case Study No. 4

Company:   A long-established real estate holding and development company
Objective:   To make the transition to second-generation leadership
Problem:   Antiquated bookkeeping and information-reporting systems

This prosperous company, in existence for more than 35 years, showed assets in both commercial and residential real estate held by two separate business entities — and tracked by out-of-date accounting software systems.

JRH Consulting Group analyzed the informational needs of the overall operation, including all processes for managing assets, recording leases and tenant information, monitoring options, overseeing and managing construction projects, and dealing with project and property managers. We established a single system capable of generating accurate financial information for all company operations.

Payoff:   The founder retired, happy to know that his business was in good hands.