What We Do
Our Advisory practice brings strategic, financial, and operational expertise to the moments that matter most. Our specialists understand both the big picture and the fine print, we work hands-on with your team to accelerate growth, ensure compliance, and improve performance from the inside out.
Capabilities
Financial Statement Compilation & Review
Assurance Services That Deliver Confidence in Your Financial Reporting
Valuations
Valuation Expertise for Complex Business Challenges
Sell Side Advisory (Exit Planning)
Sell-Side Advisory That Maximizes Value
Financial Statement Preparation and Audit Assistance
Technical Accounting Support and Financial Statement Audit Assistance
Buy Side Due Diligence
Buy-Side Due Diligence That Reduces Risk and Uncovers Value
Sell Side Due Diligence
Sell-Side Due Diligence That Maximizes Portfolio Company Exits
Valuation Services
Valuation Services Grounded in Precision and Transparency
Fund Accounting
Specialized Fund Accounting Resources for When You Need Them
Borrowing Base Examinations and Collateral Monitoring
Borrowing Base Examinations and Collateral Monitoring for Investment Managers and Credit Funds
Expert Testimony and Forensic Analysis
Expert Testimony and Forensic Accounting for Complex Situations
Bankruptcy and Troubled Company Services
Technical Accounting Support for Bankruptcy and Distressed Situations
ERP Systems Implementation and Project Management
ERP Implementation and Project Management That Drive Business Transformation
Content Development, Business Planning, Business Strategy, Customer Engagement Strategy & Execution
Healthcare Strategy That Accelerates Impact
Performance Improvement Services
Transforming Municipal Operations and Budget Stability with Sustainable Solutions
Financial Statement Compilation & Review
Assurance Services That Deliver Confidence in Your Financial Reporting
Valuations
Valuation Expertise for Complex Business Challenges
Sell Side Advisory (Exit Planning)
Sell-Side Advisory That Maximizes Value
Financial Statement Preparation and Audit Assistance
Technical Accounting Support and Financial Statement Audit Assistance
Buy Side Due Diligence
Buy-Side Due Diligence That Reduces Risk and Uncovers Value
Sell Side Due Diligence
Sell-Side Due Diligence That Maximizes Portfolio Company Exits
Valuation Services
Valuation Services Grounded in Precision and Transparency
Fund Accounting
Specialized Fund Accounting Resources for When You Need Them
Borrowing Base Examinations and Collateral Monitoring
Borrowing Base Examinations and Collateral Monitoring for Investment Managers and Credit Funds
Expert Testimony and Forensic Analysis
Expert Testimony and Forensic Accounting for Complex Situations
Bankruptcy and Troubled Company Services
Technical Accounting Support for Bankruptcy and Distressed Situations
ERP Systems Implementation and Project Management
ERP Implementation and Project Management That Drive Business Transformation
Content Development, Business Planning, Business Strategy, Customer Engagement Strategy & Execution
Healthcare Strategy That Accelerates Impact
Performance Improvement Services
Transforming Municipal Operations and Budget Stability with Sustainable Solutions
Insights
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More