Audits, Reviews, & Compilations

Any company strategically planning for the future must rely on its ability to analyze its financial statements. When accurately prepared financial statements are provided to you in a clear and timely manner, they become the basis for a deeper understanding of your financial position. Whether you require accurate financial reporting for internal analysis, or as…

Continue reading Audits, Reviews, & Compilations

Business Valuations

Our business valuation services are an area of specific expertise than can benefit clients in a variety of business and personal circumstances. A competent business valuation can assist the client in succession planning, business sales and acquisitions and benefits planning. It is a necessity in cases of divorce, estate planning, and negotiations among stockholders or…

Continue reading Business Valuations

Employee Benefit Plan Audits

The Employee Retirement Income Security Act of 1974 (ERISA) requires certain employee benefit plans, such as defined contribution plans, defined benefit plans, and certain welfare benefit plans, to file Form 5500, Annual Return/Report of Employee Benefit Plan, with the Department of Labor and Internal Revenue Service. Generally, plans with more than 100 participants at the…

Continue reading Employee Benefit Plan Audits

Startup Services

Our firm can help start-up companies with tasks that may eliminate need for high cost CFOs such as: compiling financial statement in compliance with US GAAP, financial forecasting, and as well as providing more sophisticated services such as equity and debt structuring guidance, stock option pricing, merger and acquisition due diligence support and other initiatives.

Continue reading Startup Services

Management Advisory

The success of every business can be traced to the decisions of management. Proper management decisions regarding the business’s finances and strategies take into consideration strategic planning, financing alternatives, and operating policies and procedures. The management advisors from our firm will become the ultimate “Business Partner” to guide the business owner and management team in…

Continue reading Management Advisory

Merger and Acquisition Services

From transaction tax structuring and due diligence, our dedicated M&A Tax Practice┬ádelivers comprehensive, partner-led services to clients of all sizes. With deep experience across industry sectors and our professionals are uniquely qualified to meet particular needs of our clients, whatever they may be. Our service model is built upon approach to maximizing exit value for…

Continue reading Merger and Acquisition Services

Fraud Investigation

Fraud is a risk for every business. Fraud can be an expensive drain on an organization’s resources. Our firm has been proactive in the fight to prevent fraud. We have done numerous presentations to organizations on the types of common frauds and effective internal controls. In addition, our firm can assist in your evaluation of…

Continue reading Fraud Investigation

Wealth Management

Our firm offers audit, tax and consulting. We are dedicated to serving hedge funds, investment advisors, broker/dealers and venture capital funds, as well as consulting on regulatory compliance for funds registered under the Investment Company Act of 1940. Our principals have extensive background in financial services, including experience with both national public accounting firms and…

Continue reading Wealth Management