CHALLENGE

Delta Wealth Advisors (DWA) is a rapidly growing tax and financial planning advisory firm trying to manage evolving space needs while sustaining a creative and collaborative work environment. Given their growth, client focus, and brand identity, it was imperative to identify a high-quality building offering a Class A work environment. They required flexible lease terms to accommodate growth, a central location for access and visibility to clients, and an authentic work environment representative of their brand.  DWA treated this project as a crucial investment in their future and wanted to consider available building purchase options too.

SOLUTION

DWA engaged Reliant Partners broker Scott Lindenberg, CCIM to leverage his market knowledge, experience, reputation and unique value as a tenant advisor and owner of a building. After thoroughly evaluating all available building options (for lease and sale), Scott was able to secure space that achieved all DWA’s objectives. He negotiated a below market rental rate, lease terms to accommodate their growth, prominent first floor lobby space, and exterior building signage—all while leveraging the landlord to fund their space remodeling needs. Additionally, DWA was able to secure a purchase option to buy into the building.