building and maintaining net worth
Services
We advise privately-held businesses in a wide range of industries, family offices as well as individuals with high-net worth. Our approach is driven by our service objective of building and maintaining our clients’ net worth.
ADVISORY SERVICES
Business Development Planning
For 80% of our clients, 40% to 60% of their net worth derives from their business. Given this, business development planning should be a priority for business owners.
advisory services
Business Valuation
Our business valuation team provides unbiased valuation services for businesses across a wide range of industries in the middle market.
ADVISORY SERVICES
Corporate Finance
Our corporate finance service offers clients strategic solutions to help business owners prepare to sell, restructure, acquire, raise capital, refinance, or initiate growth.
ADVISORY SERVICES
Estate Planning
Our estate planning service helps clients develop estate plans and trusts that align with finances, protection of heirs, and fulfill asset distribution to individuals and charities as intended.
ADVISORY SERVICES
Exit Planning
According to the Exit Planning Institute, half of business exits are not voluntary. Therefore, it is vital to have an exit strategy in place.
ADVISORY SERVICES
Family Business Services
Our family business services offer clients guidance and advisement on issues that are unique to family-owned businesses.
ADVISORY SERVICES
Retirement Planning
Our retirement planning services help clients create a comprehensive retirement plan to secure a sound financial future.
ADVISORY SERVICES
Succession Planning
A succession plan helps ensure a smooth transition of the ownership of a business. Yet developing a plan can be a complex and sometimes sensitive process.
ADVISORY SERVICES
Transaction Planning
Our transaction planning services provide clients with advice on issues related to mergers and acquisitions, including: due diligence, buy- and sell-side tax planning, and more.
ASSURANCE SERVICES
Accounting
Our accounting services include bookkeeping and financial reporting for privately-held businesses in a variety of industries.
ASSURANCE SERVICES
Audit
Our audit team provides an independent examination of financial statements, which can be in the form of an audit, a review or compilation.
ASSURANCE SERVICES
Employee Benefit
Plan Audits
Our employee benefit plan auditors ensure clients’ audits meets the Department of Labor (DOL) and the American Institute of Certified Public Accountants (AICPA) audit requirements.
ASSURANCE SERVICES
Fraud Prevention
Our fraud prevention team works with clients to create a culture that promotes awareness and discourages fraudulent practices.
ASSURANCE SERVICES
SOC Reporting
We conduct System and Organization Controls (SOC) reporting to help service organizations identify redundant or ineffective internal controls and improve efficiency.
Consulting Services
Human Resources
Our human resources consulting service helps companies improve employee performance, comply with employment-related state and federal laws, reduce overhead, and increase overall capacity.
Consulting Services
Information Technology
Our information technology consulting service helps protect companies from cyberattacks. Our professionals analyze the technology environment and create plans to mitigate risk.
litigation support Services
Forensic Accounting
Our forensic accounting team can analyze your financial data and investigate unlawful activity within your organization.
litigation support Services
Litigation Support
Our litigation support services help clients during legal disputes, with services that include: forensic accounting and service as an expert witness.
tax Services
Family Office Services
Our family office team provides affluent families and family offices with a wide range of financial and tax planning services, designed to protect assets for future generations.
tax Services
Tax Services
Our professional tax services help individuals and businesses with tax preparation, compliance, and long-term planning.
Latest News & Insights
We provide our clients with the most up-to-date industry insights, via Blog posts and Podcasts on a wide range of relevant topics.
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