Services
Consulting and Advisory Services
Over the course of 40 years, “we haven’t seen it all, but we’ve seen more than most.”
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
