Services
Four integrated divisions provide coordinated, compliance‑ready execution — engineered for clarity and results.
Tax Advisory
- Proactive tax strategy and entity structuring
- Federal, state, and local compliance
- IRS/state audit readiness and representation
- Transaction tax planning (M&A, QSBS, 1202, 338(h)(10))
- R&D credits, cost segregation, and incentives
CFO & Accounting
- Fractional CFO and controllership
- GAAP‑ready monthly close and reporting
- Cash flow, budgeting, and KPI dashboards
- System design and revenue recognition
- Investor‑grade board packages
Wealth Management
- Goals‑based financial planning
- Tax‑smart portfolio construction
- Risk management and insurance coordination
- Retirement, education, and legacy planning
- Estate planning and wealth transfer strategies
- Succession planning — securing your legacy for future generations
- Executive compensation and liquidity events
Business Advisory & M&A
- Buy‑side and sell‑side readiness
- Quality of earnings preparation
- Valuation support and value creation plans
- Succession and exit planning
- Post‑merger integration
Engagement Model
Start with a discovery call. We scope outcomes, timelines, and stakeholders, then present options for either a project‑based plan or ongoing advisory. Our reporting cadence aligns with your leadership rhythms.