• Transaction & Due Diligence
    Minimize risk.

    Get a full view of earnings, cashflow, historical results and industry trends compared to company forecasts.

    Expert analysis.

    Work with a sophisticated team of CPAs and professionals backed by a depth and breadth of expertise.

    Maximize value.

    Achieve the best value from a transaction with an analysis of all key facts and issues in a business transaction.

    Streamlined.

    We offer a more personalized and cost-efficient approach to help you close your deal.

     

    Don’t leave anything to chance, our team of experts will:
     

    • Identify exposure of assets and liabilities
    • Assess quality of collateral to secure transactions
    • Assess internal controls
    • Prepare projection models for financial performance
  • Business Management
    Focus on what matters.

    Leave the complex, dull stuff to us—so you’re freed up to do what you do best.

    One-stop-shop.

    Have all your business needs handled in one place—with no outsourcing.

    Bespoke solutions.

    Your business is unique—we treat it that way.

    One contact.

    Have one dedicated business manager—but know they’ve got our whole team behind them.

     

    ​We tailor services to individual and corporate clients who need to:

    • Maintain accounts payable, process payments & required filings
    • Coordinate banking requirements including deposits, cash handling & communications
    • Prepare financial statements, bank reconciliations, budgets & projections
    • Monitor monthly cash flows
    • Simplify & package finances for seamless year-end tax preparation
    • Monitor individual finances, insurance & lifestyle needs
    • Connect to a network of trusted professionals for additional services
  • Back-office & Fractional CFO Services
    On-demand.

    Get high-level financial expertise where and when you need it—without the in-house costs.

    Tax-ready.

    Get proactive tax planning that maximizes claims and minimizes risk—no surprises.

    CPA-backed bookkeepers.

    Enjoy accurate accounting that gives you peace of mind.

    Full transparency.

    Better understand your financials with monthly reports—for better decisions and more growth.

     
    We offer fractional CFO, controller, and back-office support to increase productivity and boost the bottom line including:

    • General ledger management
    • Accounts receivable and accounts payable management
    • Preparing income statement, balance sheet, statement of cashflow
    • Preparing capital raises for investors, lenders & buyers
    • Assisting with lending including private loans or other avenues
    • Due diligence services
    • Developing short-term & long-term planning
    • Preparing investor reporting packages
    • Preparing projections and budget to actuals
    • Assisting with & implementing internal controls
    • IT systems configuration & maintenance
    • Cybersecurity
  • Business Valuation

    We provide independent valuations of businesses, business interests, and intangible assets for the purposes of estate planning, financial reporting, business and transactional support, and dispute resolution.
     

    Know your value.

    So you can go forward with confidence.

    Creative solutions.

    Feel confident we’re thinking outside the box to find the best possible solution.

    Compliant reports.

    Sleep better knowing your valuation product will withstand third party scrutiny.

  • Estate/Succession Planning & Tax Advisory

     
    The only way that to ensure your business and personal assets are transferred to your beneficiaries in the most effective manner, is by putting the most efficient estate or succession plan in place. We tailor plans for you, including:

    • Fractional interest discount studies for FLPs, LLCs & other pass-through entities
    • Valuation of interests
    • C to S corporation conversions
    • Exit and succession planning
  • Financial Reporting

     
    Make informed decisions about how to manage your resource usage, cashflow and overall business performance:

    • Purchase price allocations for business combinations (ASC 805)
    • Goodwill impairment testing (ASC 350)
    • Long-lived asset impairment testing (ASC 360)
    • Share-based payments for employee compensation (ASC 718)
    • Valuation of stock option compensation (IRC 409A)
    • Appraisal report review and consultation
  • Dispute Resolution

     
    We’re experienced in pre-litigation, mediation, arbitration & trial matters including:

    • Breach of contract
    • Breach of fiduciary duty
    • Business interruption
    • Marital dissolution
    • Shareholder litigation
  • Transaction Advisory & Consulting

     
    No matter your stage in the investment cycle, asset class or commercial objectives, maximize your next growth opportunity with strategic translation advisory including:

    • Buy-sell agreements
    • Shareholder buyouts
    • Debt and equity financing
    • Employee stock option plans (ESOPs)
    • Merger, acquisition or divestiture
    • Reorgantzaiion, restructuring and bankruptcy
    • Buy-Side due diligence analysis
    • Sell-Side valuation consulting
  • Goodwill Loss Valuation
    • Full or limited narrative goodwill loss reports
    • Inverse condemnation & partial take studies
    • Litigation support and expert witness testimony
    • Pre-condemnation consulting and preliminary goodwill loss calculations
    • Economic feasibility studies and relocation analysis
    • Eminent domain
  • Intellectual Property Valuation and Optimization

     
    Intangible assets & intellectual property include trademarks & trade names, customer & client lists, licensing agreements, patents, copyrights, and musical compositions & catalogues:

    • Litigation & dispute resolution
    • Reorganization & bankruptcy
    • Royalty rate assessment
    • Transfers of intellectual property
    • Transfer pricing analysis

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