Privately-Held Company

Technology and globalization have dramatically impacted the nature of commercial transactions. Today’s small and mid-sized companies are especially challenged to keep pace with the regulatory and reporting changes required of them.

Our IPO advisory and technical accounting function goes beyond traditional compliance services to provide accounting advisory. 

Successful mergers and acquisitions require buyers to clearly understand both opportunities and risks. Due diligence involves a thorough analysis of financial statements and earnings quality, and identifying any risks, anomalies or non-recurring items that could affect the valuation and success of a transaction. Proper due diligence helps buyers structure transactions strategically; without this, you may not see the full picture. 

Our Due Diligence Services are designed to help buyers identify areas that could affect deal negotiations. Whether you are a strategic buyer, a private equity firm or a capital provider, we help you analyze risks and support your decision-making.  

Accurately determining the value of your business and its equity is critical. This is true at all stages of your company’s growth, from startup to liquidity scenario, as well as when exit or estate planning.

Our Valuation team delivers customized, certified and accurate accounting and transaction-based valuations tailored to your specific needs. We have extensive valuation advisory experience, allowing us to provide advanced insights and defensible conclusions in even the most complex situations.

Taking your company public is an exhilarating milestone that forever changes the way you do business. But the path to an IPO can be strenuous. Leaders of up-and-coming companies find their hands full with balancing new regulatory requirements, investor demands and operational shifts on top of their existing responsibilities. Navigating this pivotal stage of growth with a trusted advisor makes all the difference.

Our IPO Readiness team – comprised of experienced subject matter experts in technical accounting, risk assurance, transaction advisory, and more – works closely with you and your business from start to finish, providing crucial support before, during and after the IPO process.

As our client, you benefit from a results-driven approach that is tailored to your specific tax needs. Because your financial goals are our top priority, you receive direct access to our senior partners, fast response times, and well thought out solutions to the most complex tax scenario.

Whether you are seeking simple tax compliance work or an integrated tax plan for your business, our tax professionals will surely minimize your tax impacts and risks and maximize your savings.