The chart below reflects our experience working with companies at every point in their Life Cycle. Just click on a bubble to see the specific services we offer:

Early Stage /
Start-Up

• Entity structuring
• Accounting system set-up
• Record keeping and accounting support services
• CFO support services
• Business and income tax compliance services
• Founder’s income, estate, and gift tax planning and compliance
• 409A Valuation (stock option grants) and Funding Consulting (Peer Group and Private Placement Research)

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Growth Stage

• Assurance services
• CFO support services including accounting consulting (e.g. revenue recognition, share-based compensation) and operational consulting (cash flow, overhead efficiency analysis)
• International, state and local tax consulting
• Tax provision calculation and support services
• 409A valuations and pre-funding valuation analysis
• Business and income tax compliance services

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Mature

• Assurance Services
• Internal control review and documentation
• Tax Director support services
• Tax department outsourcing
• Tax provision calculation and support services
• International, state and local tax consulting services
• Accounting and Tax M&A planning including due diligence assistance
• Planning Valuations

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Transition

• M&A accounting and tax due diligence
• Accounting and tax consultation including purchase accounting and purchase price allocation considerations
• Business valuation services including pre-sale value analysis and post-sale purchase price allocation
• Pre-public offering accounting preparation services
• Transactional tax planning and structuring
• International, state and local tax planning and structuring
• Income, estate and gift tax planning for founders and key executives

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Public

• Accounting support including consultation on complex technical issues
• Tax provision calculations and support
• Tax Director outsourcing
• Tax Department outsourcing
• International, state and local tax planning

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