Business Details
We provide tailored solutions for private companies, owners, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. Our assurance practice focuses on understanding the intricacies of entity compliance needs across private sector and investment company clients. Our tax practitioners work with and advocate for businesses and their leaders, applying federal, state, and local tax laws. Our advisory team helps owners, management, and investors navigate valuation and transaction planning challenges. We operate as a licensed independent CPA firm that delivers attest services to clients. We adhere to the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards in our alternative practice structure. Our professionals bring earned insights and industry-specific language to every engagement.
We maintain a national presence with offices in multiple cities including Akron, Baltimore, Buffalo, Chicago, Cleveland, Deer Park, Denver, Detroit, Milwaukee, New York, Philadelphia, Pittsburgh, St. Clair Shores, Troy, Westchester, and Youngstown. We support career growth through early career, experienced, and executive opportunities, fostering a culture of technical excellence and community involvement. We promote thought leadership via our Knowledge Center, offering articles, events, and news to keep clients informed on business-critical topics. We celebrate our team's achievements, recently recognizing leadership promotions across the firm and notable industry recognitions.
We maintain a national presence with offices in multiple cities including Akron, Baltimore, Buffalo, Chicago, Cleveland, Deer Park, Denver, Detroit, Milwaukee, New York, Philadelphia, Pittsburgh, St. Clair Shores, Troy, Westchester, and Youngstown. We support career growth through early career, experienced, and executive opportunities, fostering a culture of technical excellence and community involvement. We promote thought leadership via our Knowledge Center, offering articles, events, and news to keep clients informed on business-critical topics. We celebrate our team's achievements, recently recognizing leadership promotions across the firm and notable industry recognitions.
Highlights and features
- We employ over 100 professionals firmwide.
- Our professionals speak your industry language and bring earned insights.
- We are a licensed independent CPA firm providing attest services.
- We follow the AICPA Code of Professional Conduct.
- We have offices in multiple Midwest and Northeast cities.
Services
Assurance Services
We provide assurance services that evaluate financial reporting and internal controls to ensure compliance with regulatory standards. Our assurance team serves private companies, investment companies, and public sector entities seeking reliable audits and risk assessments. Clients benefit from accurate financial statements, enhanced stakeholder confidence, and identification of operational improvements.
Tax Services
We deliver tax services that include planning, compliance, and advocacy for businesses and their leaders. Our tax specialists serve private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. Clients receive tailored tax strategies, minimized liabilities, and expert representation in federal, state, and local tax matters.
Advisory Services
We offer advisory services that guide owners, management, and investors through complex business decisions. Our advisory team supports business valuations, transaction planning, finance transformation, and litigation support. Clients gain actionable insights, improved strategic outcomes, and effective solutions for growth and risk management.
Business Valuations
We conduct business valuations to determine fair market value for ownership interests, mergers, and acquisitions. Our valuation professionals serve private companies, fund managers, and parties involved in litigation or tax planning. Clients receive credible, defensible valuation reports that support negotiation, financial reporting, and compliance requirements.
Transaction Services
We provide transaction services that assist clients with buying, selling, or restructuring businesses and assets. Our transaction team works with private companies, funds, and Fortune 1000 enterprises seeking deal execution support. Clients benefit from efficient deal processes, accurate financial analysis, and strategic advice that maximizes transaction value.
