Financial Advisory Services

The world of business is ever more complex and unpredictable. High profile mergers, bankruptcies, scandals and liquidations keep the need for expert financial advice and counsel in the forefront of the business community.  Having financial expertise inside your company for every situation is just not possible.  Companies are doing more with fewer resources.  How do you get the financial expertise you need, but only pay for it when you need it?  You need an outside advisor you can trust.

Our seasoned CPAs and consultants provide independent, objective and thoughtful analysis and advice that provides the financial expertise you need while supporting your long term exit and strategic plans.  We know what works.  We have been in your shoes.

We can help with:

CFO Advisory Services:

  • Improvement to core financial processes
  • Performance reporting and accountability systems
  • Budgeting and cash flow analysis
  • Internal controls design and improvement

Merger and Acquisition Services:

  • Merger readiness assessment
  • Due Diligence
  • Deal structure assistance
  • Value creation planning and execution assistance
  • Post merger integration planning and project management
  • Read more…


Corporate Development Services:

  • Capital needs assessment
  • Financing packages and negotiation
  • Alternative financing

Forensic and Litigation Support Services:

  • Shareholder dispute resolution
  • Damage calculations
  • Working capital dispute resolution
  • Fraud investigations