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

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.)

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 and Dependencies

Prepare Draft Filings

Coordinate Edgarization and XBRL tagging

SOX 404(a)

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

Valuation Services

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, ASC 820, ASC 815)

Incremental Borrowing Rate (ASC 842)

Tax Valuation (Estate, Gift, 409A, etc.)

 

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.

Gear

Who We’ve Helped

Client Logos

Who We’ve Helped

Gear