Cost Segregation Proposal Request

Form

What Does This Service Cost Me? Meridian absorbs the cost of the initial analysis which illustrates how much your tax benefits will be … no obligation, no charge. Should you choose to take advantage of the tax benefits available to you, our fixed fee will be outlined in our proposal for you and your financial advisor to review.

See if You Qualify

� Pay Federal Income Taxes? � Own commercial real estate

with a valuation of over $1M or have you completed tenant improvements of over $750,000 � Plan to hold the property for 2

years or more or sell via 1031 Exchange?

If You Answered Yes To ALL Three Questions, You Qualify

For A No Cost Analysis.

Qualifying Properties

· New Construction · Purchase of Existing Property · Leasehold Improvements · Existing Property Placed in

Service after 1986 · Real Property Stepped up

through Estate · 1031 Exchange

Property Information for Proposal

Your Contact Info: Who Should We Contact To Discuss This Proposal Request? Name: _____________________________________ Title: ______________ Phone: ________________________ Email: __________________________

FAX OR E-MAIL US THIS FORM AND WE WILL CONTACT YOU WITIN 48 HOURS TO DISCUSS YOUR PROPERTY AND PROVIDE YOU WITH A PROPOSAL.

Is proposal request for a building that you contructed, acquired or both?

NEW CONSTRUCTION

YEAR BUILDING WAS OR WILL BE PLACED IN SERVICE

COST OF ACQUISTION / NEW CONSTRUCTION

Provide the cost and tear of any building improvements over $300,000

ACQUISITION

IMPROVEMENTS / RENOVATIONS

Cost

Tell us about your bulding / project

PROPERTY ADDRESS

BUILDING USAGE

BRIEF DESCRIPTION OF PROPERTY:(#floors, square footage, #units, acres etc.)

Thanks you for taking the time to provide us with this basic information

Date need proposal by Final study by

Year

Document Request ListDocument Request List for Cost Segregation Porject

NEW CONSTRUTION INFORMATION REQUEST LIST

To assist you in identifying and gathering the necessary information for your project, we have compiled a list of data requirements. Don’t worry if you are unable to access all of the requested documents. Just send us what you have available at this time and we will work with you on obtaining and documenting the rest

Complete set of current construction drawing

Project Budget that summarizes all costs associated with the project.

Capitalized cost supported by the following documentation:(AIA) Payment Aplication or a similar substitute that supports the general contractors

List of all change orders including the description of the items chaged the cost associated with each item.

Any detailed backup for each subcontractor contained within the general

Specialties, etc.)

A list of amounts that were paid directly to private vendors or subcontractors outsideof the general contract. Note any special considerations such as consultant

Date the property was or will be “Placed in Service” for tax purposes

ACQUISITION / PURCHASE PRICE ALLOCATION INFORMATION REQUEST LIST

Closing Statement - if not readily available please provide:

Cost Basis

Property rent roll as of the acquisition dateRecent appraisal (if available)Most recent property tax billAny Available historical cost information including:

Any Available historical cost information including:

Final general contractors payment appliccation

Fixed asset schedule

& Acquisition Date

INTEGRATING COST SEGREGATION INTO DESIGN BUILD STAGE

BUILD TAX SAVING INTO THE ARCHITECTURE OF YOUR BUILDING

About Our Early / Pre-Construction Consultation Services:

If you are in the early design build stage of a new construction project and hace not finalized thebuilding plans for the structure or the interior build - out phase of your project, now is the ideal time toget us involved in the project.

By employing the specialized tax knowledge of Global cost segregation engineers with theknowledge of your design build team, you are effectively incorporating cost segregation with othervalue - engineering functions that together enable you to build long - term tax benefits and cost-savingsof working with and engineering based cost segregation team that has a strong foundation in buildingconstruction.

We do not charge additional professional fees for construction consultation services as this is just oneof the added values of choosing Global Financial Businesses as your cost segregatation provider. We believe that performing our work in conjunction with the design build team is integral to all new constructionprojects, the only variable is the degree to which the project timeline and specific building requirementsenables us to integrate these benefits into your project.

How it works:Inform your design build team that you are having a cost segregation study done as early as possible.We will work with the contractor to educate them on the cost information needed to perform an efficient and effective cost segregation study. Then our engineering team will review the conceptualdrawing with the architect, discuss design ideas, and introduce alternative applications that could have a profound impact on the project’s bottom line. We will work with the team to evaluate the cost benefitof our recommendations and then conduct a final review of the plans before they are solidified. Ouroverall level of interaction is kept to a minimum and should not delay your project timeline - howeverthe overall benefit of our involvement early on often equates to tremendous tax savings.

Estimated cost of total project and description of project

Please provide us with the following information if you are interested in a construction consultation for your new construction project.

Provide estimated completion date of contruction plans for the building shell

Provide estimated completion date of contruction plans for interior build out

Contractor contact information

Architect contact information