Principal-led. Our principals have led 350+ commercial projects across the western United States.
Principal-led. Our principals have led 350+ commercial projects across the western United States.
A partnership for CPAs, tax attorneys, and family office staff who advise commercial property owners on bundled infrastructure projects. Structured engagement modes. Ethics-compliant compensation. White-labeled materials. Joint client engagements where the structure benefits both sides.
A bundled commercial infrastructure project — roof, solar, HVAC, structured against OBBBA depreciation and Section 179 expensing, financed under UCC-1, modeled for NOI uplift and refinance capacity — sits at the intersection of commercial real estate, tax structuring, capital strategy, and construction execution. The owner rarely makes the decision alone. The decision is made with their CPA, often with a tax attorney, and increasingly with a family office structuring the broader portfolio.
We have learned that the best outcomes happen when those advisors are involved early — not when we are presenting the proposal, but when we are first modeling the structure. The CPA knows the client’s tax position. The tax attorney knows the entity structure. The family office knows the long-horizon objectives. We know the technical scope, the lender relationships, and the modeling discipline. When those four perspectives are coordinated from intake forward, the deal closes faster, structures cleaner, and performs against projections.
We built a formal partnership program around this dynamic. The program is small by design. We work with a select number of advisor partners who are positioned to bring well-fit clients into the framework, who are comfortable working in coordinated engagements, and who hold the same standard of integrity we hold.
Whether you need technical support, co-branded execution, or a referral relationship, we adapt to your firm’s preferred engagement model.
Your client. Our framework. You stay in your role.
You identify a client with a property that fits the bundled-stack thesis and refer them to Capstone. We engage them directly, with full transparency to you about the scope and structure. You remain in your advisory role on tax and financial structuring. We handle the technical scope and lender coordination.
We co-structure the deal from intake forward.
For more complex deals — multi-property portfolios, family-office-structured holdings, deals requiring sophisticated tax structuring — we co-engage with you from the intake stage. You bring the tax position and entity expertise. We bring the technical scope, lender modeling, and engineering. The proposal is presented jointly to the client.
You are advising. We are providing technical input.
You are advising a client on a commercial infrastructure project — either reviewing a competing contractor’s bid, or structuring a deal where Capstone is not the installer. You retain Capstone for technical analysis: Energy Toolbase modeling, capital stack structuring, lender pre-qualification, or scope review. The client never sees Capstone branding; you receive a deliverable on your firm’s engagement.
CPAs and tax attorneys operate under professional ethics rules — the AICPA Code of Conduct, state board regulations, and licensing requirements — that govern how compensation tied to client referrals can be structured and disclosed. We have built the partnership program to be ethics-compliant by default. Our advisor partners do not have to navigate gray areas, and our clients always understand the economic relationships in play.
Compensation in the partnership program is structured for distinct work performed, not for referrals. In Referral mode, no compensation flows to the advisor unless they perform a specifically engaged scope (advisory work, structuring review, ongoing client coordination). In Joint Engagement mode, both firms bill for their contributions on separate engagement letters, with full disclosure to the client. In Consulting mode, the advisor engages Capstone directly under their own engagement, and bills the client according to their normal arrangement.
Every economic relationship is documented, disclosed to the end client where required, and structured to clear AICPA Rule 503 and equivalent state board commission rules. We provide the documentation framework. Your firm’s ethics counsel reviews the engagement structure before any client work begins.
Resources, expertise, and direct support designed to help advisors deliver greater value to commercial property owners.
White-labeled framework
Editable framework documents you can present under your firm’s identity, covering the bundled capital stack, OBBBA structuring, UCC-1 financing, and NOI modeling.
Direct principal access
A named Capstone principal as your single point of contact for all engagements. No call centers, no rotating account managers.
Technical analysis
Energy Toolbase modeling, scope review, capital stack analysis, and bid review on demand for your client work.
Joint engagement tooling
Engagement letter templates, joint proposal templates, ethics-disclosure language reviewed by counsel.
Quarterly market briefing
A 30-minute briefing each quarter on commercial infrastructure tax developments, OBBBA implementation guidance, and lender market conditions.
We accept a small number of new partners each quarter. We are not a marketing program. We do not run advertising for this. The partnership grows through word-of-mouth in the professional advisor community.
Initial conversation
30-minute introductory call to discuss your practice, your client base, and the engagement modes that fit — typically scheduled within 1–2 weeks of inquiry
Mutual diligence
We exchange firm credentials, sample work, and references. You review our engagement frameworks. We confirm fit on both sides — 2–3 weeks
Engagement structure
We document the partnership agreement, the engagement letter framework, and the ethics-disclosure language for your firm’s counsel review — 1–2 weeks
First engagement
First joint client engagement, with both firms’ principals present. Establishes the working pattern — typically within 30–60 days of partnership confirmation
Tell us about your practice and the clients you serve. We’ll review your information and schedule an introductory conversation.
