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RealAdvice Completes Rigorous SOC 2 Type I and Type II Assessments

Rigorous technology and security audit validates RealAdvice as a trusted financial technology partner Updated July 2026: RealAdvice passed its SOC 2® Type 1 and SOC 2® Type 2 recertification audits in July 2026. The announcement below describes the original 2023 assessments. RealAdvice systems have been audited to System and Organization Controls

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RealAdvice Names Alexis Vennes President, Strengthening Strategic Leadership

FOR IMMEDIATE RELEASE Contact: Nicole Miller nicole@nullversant-strategies.com 813-784-6907 TAMPA, FL (February 10, 2026) — RealAdvice, a groundbreaking commercial real estate tax and transaction advisory services company, announced today the promotion of Alexis Vennes to President and Chief Operating Officer (COO), a newly formalized leadership role designed to support the firm’s

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New Florida Bar Journal Article by RealAdvice: “Bricks, Mortar, and Misconceptions” — Unlocking Value in Commercial Real Estate

We’re proud to share that the Florida Bar Journal has published an insightful, thought‑provoking article authored by our very own Todd D. Jones, Kevin Herzberg, Stephen King, Rachel Fisch, and Bradley Tennant—all members of the RealAdvice team. (click for article) Why the article matters This article exposes a critical—and often overlooked—disconnect:

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Not Just Any Appraisal Will Do

In commercial real estate, not all appraisals are created equal. In their latest ActionLine article, RealAdvice’s Rachel E. Fisch, CPA/ABV, MRICS, and Stephen King, MAI, MRICS, break down why a state-of-the-art purchase price allocation (PPA) requires more than just a standard appraisal—it demands a multidisciplinary team of experts in both real estate and business valuation. Whether

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