Accounting advisory
Interim staffing for key roles
Experienced controllers, CAOs, and financial-reporting leaders for teams facing a vacancy, bandwidth constraint, or demanding reporting cycle.
Accounting advisory
Technical accounting
New-standard implementation assistance and support for complex GAAP and reporting matters.
Accounting advisory
Financial reporting advisory
Draft financial statements and footnotes, new-standard support, and reporting deadline assistance.
Accounting advisory
SEC compliance
SEC reporting, 1933/1934 Act filings, SOX 404 readiness, EDGAR/XBRL coordination, and public-company technical accounting support.
Accounting advisory
Private equity services
Portfolio-company accounting, reporting, valuation, controllership, and first 100 days support from acquisition through exit.
Accounting advisory
Audit readiness
Review trial balances, surface support gaps, and resolve issues that delay audit completion.
Accounting advisory
M&A transaction advisory
Purchase accounting, working-capital support, cash-to-accrual adjustments, and post-close integration accounting.
Valuation
Business Valuation Consulting
Business valuation, tax valuation, financial modeling, statistical analysis, litigation support, and related economic consulting.
Valuation
Purchase price allocation — ASC 805
ASC 805 purchase accounting, opening balance sheet support, and fair-value measurement for acquired assets and liabilities.
Valuation
Goodwill & asset impairment
Goodwill, indefinite-lived intangible, and long-lived asset impairment testing with audit readiness support.
Valuation
Stock-based compensation — 409A / ASC 718
409A common-stock valuations, ASC 718 support, and complex capital-structure waterfall analyses.
Valuation
Complex securities valuation
Derivative, warrant, option, preferred-stock, convertible, earn-out, and other complex-security valuations.