Consulting
Big Business Mentality. Small Business Agility.
Our consultants offer clear strategies, broad perspectives, and actionable advice to deliver results.
Our trusted team provides tax and consulting services across industries, covering remediation, risk management, regulatory and contract compliance, litigation support, and more.
Payroll Audits
We provide payroll audit programs that go beyond ERISA compliance, helping boards meet their fiduciary responsibilities.
Claims Audits
An audit of health benefit claims can help fiduciaries responsible for self-funded plans manage the increasing complexities of compliance and cost containment.
Strategic Business Planning
We tailor strategies to your unique needs.
Our team supports businesses at every growth stage with collaborative, results-focused planning. We help leverage strengths, optimize processes, allocate resources, expand into new markets, and plan for succession.
We can also advise you on contingency planning for both favorable and challenging economic climates
Succession Planning
Business owners often ask, “What happens when I’m no longer running the business?” Whether planning for retirement, a sale, or unexpected events, these questions raise important concerns about management and ownership transitions.
Our succession planning services address company assets, estates, trusts, real estate, compensation structures, retirement plans, deferred compensation, and forensic accounting. We help businesses create actionable plans to minimize risk, manage ownership changes, and ensure smooth intergenerational or executive transitions.
Business Purchases, Sales & Transitions
With extensive transactional experience, we provide practical strategies from the earliest stages of any deal. We identify potential red flags and offer solutions to keep transactions on track for both buyers and sellers.
Our services include business purchases, sales and transitions, entity restructuring, financing, due diligence, tax planning, project management, compensation, and forensic accounting.
Litigation Support & Forensic Accounting
We support clients through every phase of a dispute. Our experts, including Certified Fraud Examiners, assist with case assessment, strategy, discovery, expert testimony, tax analysis, and fraud prevention. We help litigators tackle complex valuation and accounting challenges.
