Shwiff, Levy & Polo, LLP
Reviews Summary
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Features
Contact Information
Address
433 California St #1000
San Francisco, California 94104
Phone
+1 415-291-8600Hours
Customer Reviews
When Howard was doing medical office buildings, I acquired his 40,000 foot listing of a new building in the East Bay that had just been foreclosed. The bank was happy because Howard arranged a take-out loan, and? well I?ve owned that property for a long time. Then I listed with Howard, and he represented me to sell a smaller 16,000 sq ft M.O.B,
Our law firm partners held a medical office building in an old style limited partnership. When I was arranging things to retire as Managing Partner, we decided to sell the property, and Howard seemed to have the connections among medical office investors and lenders. The property was sold quickly.
Howard saw the business opportunity I was being offered, and with his understanding of the market demographics, he saw the potential way beyond my wildest dreams. He developed a Business Plan for how I could own my own restaurant with my limited savings, some investor capital, and an SBA loan. Then he negotiated a lease, and ? well now the restaurant is open and sailing!
My company has a special relationship with Shwiff, Levy & Polo, LLP. They do our Bookkeeping as well as our accountancy and tax returns. Howard customized our Chart of Accounts so the management reports make sense, even to me. He acted as my Controller, my CFO-on-Call, and has been a major pillar in this relationship. I deal with him most of the time, and he is easy to get along with. He is very professional in the way he handles clients.
I was referred to Howard to help me in Mediation. Howard asks questions, really listens to what I say, and with his educated ear, he helped me figure out what I need, and a strategy. Then he quarterbacked the mediation for me, even directed my attorney. He laid out the business factors so everyone could understand, and so my x-partner could not confuse the issues, which is why I think I came out on top of, thanks to Howard.
We hired Howard to head up our Portfolio Management group because he could teach real estate investment to upcoming Asset Managers, and explain it to all the other departments, like the attorneys who had to understand the 10 Ks & 10 Qs that they were responsible for publishing, along with the Management Discussion & Analysis sections that Howard wrote about the strategies for each of the Limited Partnership portfolios.
The outside events you come up with are outstanding we always have a lot of fun and they are well organized.
Thank you for assisting my client.You are always very responsive and my clients love working with you!!!!