Quality of Earnings Review
Detailed analysis of financial performance to identify sustainable earnings and potential adjustments.
Business Advisory Services: Financial Insights for Critical Decisions
Financial Due Diligence
Our Business Advisory Services focus on providing high-value financial insights to support business transactions, compliance, and decision-making. Whether you're buying, selling, restructuring, or evaluating risks, we bring CPA-level expertise to help you act with clarity and confidence.
Working Capital Assessment
Evaluation of operational cash needs and identification of optimal working capital targets.
Normalized Financial Analysis
Adjustment of owner-related expenses to reflect true business performance.
Risk Identification
Thorough examination to uncover potential red flags and deal risks before they impact your transaction.
Ownership & Entity Transitions
Navigate the complexities of changing business ownership structures with our expert guidance. We provide financial analysis and tax planning to ensure smooth transitions whether you're bringing in partners or planning your exit strategy.
Partner Buy-in/Buy-out Analysis
Detailed financial modeling to determine fair valuation and structure for ownership changes.
S Election Evaluations
Assessment of timing and implications for converting to S corporation status for tax efficiency.
Entity Restructuring
Strategic planning for future tax efficiency through optimal entity structure design.
Liquidation Guidance
Tax-focused advice for business dissolution to minimize unexpected liabilities.
Tax Structuring for Transactions
Optimize your transaction's tax implications with our strategic planning services. We help you navigate complex tax considerations to maximize benefits and minimize liabilities during mergers, acquisitions, and reorganizations.
Asset vs. Stock Purchase Evaluation
Strategic analysis of transaction structure options to determine the most tax-advantageous approach.
Tax Planning
Section 338(h) (10), Section 1202, 754 elections, step-up planning.
Exit Tax Strategy
Comprehensive planning for sellers to minimize tax impact and maximize after-tax proceeds from business sales.
Accounting Advisory for Critical Events
Ensure your financial records are transaction-ready with our specialized accounting advisory services. We help prepare your books for scrutiny and support complex accounting needs during critical business events.
Pre-transaction Cleanup
Thorough review and correction of financial records to ensure accuracy before due diligence begins.
Cash to Accrual Conversion
Expert assistance transitioning accounting methods to meet buyer requirements or GAAP standards.
Complex Transaction Support
Development of accounting memos and documentation for unusual or complicated financial events.
Audit Preparation
Comprehensive support to prepare financial statements for external CPA review or audit requirements.
IRS & State Risk Exposure Review
Identify and address potential tax compliance issues before they become costly problems. Our risk exposure reviews help you understand your current tax position and mitigate liabilities that could impact transactions or ongoing operations.
Multi-state Nexus Review
Comprehensive analysis of your business activities across states to identify potential filing requirements and exposure.
Unrecorded Liabilities Scan
Thorough examination to identify potential tax obligations that may not be reflected in your financial statements.
Payroll & Sales Tax Assessment
Detailed review of compliance with employment and sales tax requirements across jurisdictions.
Historical Filing Gap Review
Identification of potential missing tax filings that could create risk during M&A transactions.
When to Engage Our Advisory Services
Our specialized expertise provides the most value during key business transitions and decision points. Engaging us at the right time ensures you have the insights needed when they matter most.
Business Transactions
When buying or selling a business, our due diligence and tax structuring services help maximize value and minimize risks.
Ownership Changes
For partner buy-ins/buy-outs or ownership restructuring, we provide financial analysis and tax-efficient transition planning.
Capital Events
Before seeking financing or investment, our accounting advisory services ensure your financial records are prepared for scrutiny.
Industry Expertise, Tailored Solutions
We serve various industries, offering tailored solutions based on extensive experience. Whether in finance, technology, manufacturing, or other sectors, we provide professional support to help your business grow.
Energy
Consumer Business
Education
Entertainment
Food and Beverage
Healthcare
Insurance
Law Firms
Manufacturing
Technology
Real Estate
Financial Services
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Read the full articleWhy Choose Our Advisory Team
Our unique combination of expertise and experience sets us apart from typical advisory services. We bring practical, actionable insights that go beyond standard reports to help you make confident decisions.
CPA-Led Analysis
Our team brings accounting expertise combined with deep transaction experience to every engagement.
Cross-Cultural Fluency
We're fluent in both U.S. and Chinese business environments, providing unique insights for international transactions.
