Strategic Partners

At iTxRe, we have built a strong network of strategic partners. You do not need to go hunt down a resource. We trust these partners to provide the same level of service we provide. See below to learn more.

SOFIA – Forensic and Investigative Accounting

About Us

Website: https://sofiacfe.com

We are accountants and forensic accountants who serve the medical industry by utilizing analytical techniques and datasets traditionally employed in examinations of past transactions to provide uncommon clarity in understanding current health and future performance. Our expertise ranges from fraud investigations and litigation support to utilization and productivity examination, statistical charge analysis, and buyer due diligence.

Our Values

Strategic:

We will carefully design a plan to accomplish your goals while maintaining operational flexibility to navigate unforeseen developments in a manner that can meet tactical realities while never losing sight of the larger, strategic purpose.

Operational:

Once engaged, our operational performance is built around open and transparent communication to provide the business owner(s) with a deep and clear understanding of the intermediate and final results. Our execution is thorough, and we always seek to gain the most robust picture possible from the data analyzed.

Forensic:

The momentum of the future is imbued with the past. Whether our goal is to decipher historical transactions or predict future performance, we apply a scientific approach to developing and testing hypotheses as well as the logical application of principles and concepts and how they are manifested within the data.

Investigative:

We inquire intensively to expose and illuminate the truth buried within the data. No stone is left unturned.

Accountants:

We are professionally trained and seasoned accountants possessing CPA and CFE designations with undergraduate and graduate degrees in accounting, economics, and business administration.

Woodman CPA – Audit Expert and Liason

About Us

Website: http://www.woodmancpa.com

Woodman & Associates LLC is an accounting advisory and consulting firm that provides technical accounting advisory services, financial accounting, and external audit support, as well as staff augmentation services for businesses in need of supplementary finance and accounting assistance.

Founding member Brian Woodman has over 20 years of financial accounting experience. He specializes in finance and accounting-based projects, including support services for clients in completing their external financial audits, assisting businesses with their accounting process and controls development, technical accounting research and implementation, and financial statement preparation under U.S. GAAP. Brian is a licensed CPA.

The Blueprint – Business Transitions and Lifetime Estate and Income Plan

About Us

Website: https://getequiti.com/

Neal has a business/estate/gift/trust background; Neal assists Family Offices with Estate and Gift Tax Planning, Family Governance and Succession Planning, Tax Planning with the goal of helping wealthy families to thrive.

Neal frequently speaks on the topics of Family Governance, Professional Collaboration, Business Succession Planning, and Tax Planning. He is a facilitator to CPA firms by educating those firms on how to become "The CPA Firm of the Future."

Neal is the managing partner of Equiti, LLC, a Single Multi-Family office. With over 36 years of successfully working with families and business owners, Neal brings a wealth of knowledge, experience, and heart to Equiti. What matters most to Neal is contributing to others. Neal has started, grown and sold several businesses and has passed that experience to hundreds of business owners, so that they have the right success strategies for their business.

Cheryl Blazej – Accounting/Bookkeeping/CFO

About Us

Website: https://www.blazejaccounting.com/

Blazej Business - the arm of Blazej & Associates provides accounting oversight for businesses.

Blazej Business is the ideal accounting partner for business owners who don’t have the time or desire to oversee accounting. An outsourced accounting manager can ease that burden and provide critical financial information the company can depend on. We’ve been in business since 2006, have 16 bookkeepers and accountants on staff, and serve over 138 clients nationwide.

Joelle Jump – Dental Specific Accounting/Bookkeeping/CFO/KPI

About Us

Website: http://benchmarksaccounting.com

Not your typical dental accountants.
At Benchmarks Financial, we have four primary goals:

  1. Maintain accurate, reliable financials
  2. Provide the facts you need to run a healthy, thriving practice
  3. Eliminate the "burden" of accounting
  4. Provide prompt, personal service (100% of our surveyed clients say that's one reason they love us)

And it's really that simple. But simplicity is what Benchmarks Financial is all about. We're all about making the financial side of your practice a breeze, not a chore. We provide unique reporting that helps you see what's really going on in your practice, and then we partner with you to help you feel more empowered to make decisions. We get to know what your success looks like and then track the numbers to help you get there.

After all, we're a group of highly experienced accountants — but we're also "people" people. We're about great results... and great relationships.

You'll see we don't speak in form numbers or IRS codes. We like to-the-point, straightforward English, although we can speak accountant fluently when necessary. We also speak a little legal, a little insurance, a little HR, and some government regulation.

If you're looking for a better, smarter accounting experience, you've come to the right place.

High Speed Alliance – Dental and Dr. Specific Mastermind

About Us

Website: https://highspeedalliance.com/

High Speed Alliance helps dentists, doctors, and small business owners build wealth by reducing taxes, cultivating safe, high-yielding investments and passive income, and provides strategies for building efficient businesses. We are a Registered Investment Advisor dedicated to helping our community by providing education, advice, and guidance on investments primarily in the alternative investment space. Our clients have access to a list of services, including a dedicated team of finance, tax, and business professionals, an array of curated, vetted, Family Office-level investment offerings, and our exclusive portal that houses a plethora of investment and business information as well as luxury in-person events.

We are here to help you establish business methods and investments strategies for the Freedom you want and work alongside you to lay the foundation for a Legacy that will be remembered for generations to come. Achieve more than you thought possible with High Speed Alliance.

Oakhurst Realty Partners – Commercial Real Estate Investment/Representation/Consulting

About Us

Website: www.oakrep.com

Oakhurst Realty Partners is a leading provider of commercial real estate services focusing on representing buyers, sellers, tenants, and landlords in commercial real estate transactions. Oakhurst Realty Partners has completed over 600 sales and lease transactions in metropolitan Atlanta since its inception, including over 140 transactions in 2020. Oakhurst Realty Partners has an excellent reputation for representing restaurant, retail, office, medical office, and industrial companies in purchasing or leasing commercial real estate in metropolitan Atlanta. Employing an owner's mentality, Oakhurst Realty Partners currently provides landlord leasing services for over 600,000 square feet in 45 office and retail buildings located throughout metropolitan Atlanta.

Michael Jordan – Residential Investment/Strategy

About Us

Website: https://strategyproperties.com/

Michael is the founder and President of Strategy Properties. His continued investment into Detroit’s neighborhoods and the building of a trusted team of colleagues led Strategy Properties to become a key provider of rental homes in Detroit and Southeast Michigan. Michael’s desires are to continue the development of investment homes and to evolve with the ever-changing economy and housing market into the renovation and construction of residential, multi-family, senior housing, and commercial projects.

What differentiates Strategy Properties from other rental home developers is our capacity to provide a vast array of products to suit the needs of our diverse clients. Our team has the capacity to customize individual deals, working to fill the requests of wholesalers and equity groups, along with first-time investors.

Our team strives to stay ahead of the curve, traveling across the world to attend workshops, seminars, and property development exhibitions. We also host webinars, and seminars, to educate investors on the amazing potential of Detroit Real Estate Investments.