Services

Consulting and Advisory Services


Over the course of 40 years, “we haven’t seen it all, but we’ve seen more than most.”business-cards

Our teams have developed a tremendous depth of knowledge in a wide array of niche and specialty areas. Our consulting and advisory services extend far beyond the traditional audit and tax preparation service offerings of a typical CPA firm.

We bring a highly unique skill set to the markets we serve that has been honed on the largest platforms of Wall Street and throughout the world of high-level finance and accounting.

We are not your everyday bean-counters. We pride ourselves and our craft on going beyond recording history and adding real value to our customers.


Service Offerings

for Consulting and Advisory
  • Mergers and Acquisitions Deal Negotiations
  • Valuation Services and Consulting
  • Information Technology (IT) Consulting
  • Estate and Succession Planning
  • Family Office Services
  • Outsourced Chief Financial Officer (CFO) Services and Consulting
  • C-Suite/Employee Recruitment
  • Litigation Support
  • Capital Allocation
  • Efficiency/Cost-Reduction Studies
  • Divorce and Prenuptial Representation
  • Asset Management
  • Trust Accounting and Trustee Services
  • Affordable Care Act Consulting