Our experienced team knows how to focus on audit and tax compliance issues, so our clients can focus on their investments and strategies. 

We’ll guide you through the entire life cycle, from start-up to exit, with a focus on maximizing growth and value. Every year we help many clients buy and sell businesses supporting all aspects of due diligence including quality of earnings, net working capital, debt, and purchase and sale agreements. 

We understand current best practices and we’ll provide relevant industry benchmarks, that can be integrated into your individual business plan and goals. We also navigate complex partnership agreements and tax allocations, as well as performance fee agreements and calculations. We understand portfolio valuation methodologies and portfolio operational efficiencies. We ensure that all tax opportunities, such as qualified small business stock exemption, are explored and captured to the benefit of our clients.