What We Do

Complex Transaction accounting
IPO and Sell-Side Readiness
It is well documented that the accounting advisor plays a key role in converting to a public company. Our clients leverage our extensive expertise (including $1B+ transactions) to assist with:
Conversion from AICPA to PCAOB Standards
Technical Position Papers
Drafting Key Sections of Registration Statements (MD&A, Pro-Formas, Etc.)
Financial reporting support
Audit Readiness
We assist our clients in addressing key technical accounting issues that have the potential to delay audit completion. By leveraging our expertise, our client's audits are completed faster and with fewer audit firm overages. Our services include:
Preparation of Draft Financial Statements & Footnotes
Technical Position Papers
New Accounting Standard Implementation Assistance
Private Equity / Venture Capital
M&A / Carve Out Execution Support
Outsourced filings
Ongoing SEC Compliance
We provide outsourced SEC compliance services to companies nationwide. By offloading critical tasks to our team of experts, our clients improve their abilities to meet their reporting deadline. Our services include:
Establish Filing Schedules & Dependencies
Prepare Draft Filings
Coordinate Edgarization and XBRL tagging
SOX 404(a)
Valuation Services
Business Valuation
From public filers to private equity backed portfolio companies, we provide valuation consulting that meets the requirements of auditors and regulators. Our valuation services include:
Business Combinations (ASC 805)
Impairment Testing (ASC 350/360)
Equity Compensation & Derivatives (ASC 718 & 815)
Incremental Borrowing Rate (ASC 842)
Tax Valuation (Estate, Gift, 409A, etc.)

What We Do

SEC Compliance (10-K/10-Q Preparation and SOX Evaluations)

SEC filings can turn an organization’s attention away from activities important to strategic objectives. By outsourcing the process to us, our clients can focus on operations and know their SEC compliance is being handled timely and accurately. We also specialize in the evaluation of internal controls under SOX 404(a). Our structured processes and vast database of resources provide efficient and effective solutions to SEC compliance.

Pre-Audit and Financial Reporting

We assist our clients with identifying potential areas of concern, preparing audit support schedules, drafting financial statements and footnotes, and addressing technical issues. Auditors cannot help due to independence reasons, and we are regularly called in to help fill the gaps needed to get the audit done. We have found the most effective consultants are those that have served as both the auditor and the client, and we employ experienced individuals with a mix of public and industry experience.

Business Valuation

Whether a public filer, portfolio company with a private equity sponsor or a start-up with venture capital financing, we have the proven capabilities to provide valuation consulting that will meet the requirements of your auditors and the SEC. Our work product will be what you need to make the right decisions, meet filing requirements and avoid costly delays.

Accounting Projects & Controllership Services

It is well documented that the accounting advisor plays a key role in converting to a public company. Our clients leverage our extensive expertise (including $1B+ transactions) to assist with technical memos, drafting statements, and other matters.

We employ only experienced Big Four and national firm CPAs, controllers, and technical experts. Our reputation for excellence and execution is the reason why we are regularly referred in by leading CPA firms across the country.

We employ only experienced Big Four and national firm CPAs, controllers and technical experts. Our reputation for excellence and execution is the reason why we are regularly referred in by leading CPA firms across the country.

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Who We’ve Helped

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Who We’ve Helped

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UTI

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