For more than 40 years, we have worked to assist our clients at the various stages within their business cycle…whether they are at the beginning of the start-up phase, or growing strong in their industry, or when the business owners are ready to transition their business.

Our professionals take the time to understand our clients and their particular situation in order to assist them in evaluating potential areas to grow through acquisitions and potential opportunities for transitions.

If you already own your business or are looking to acquire one, we can assist you in navigating through your tax and assurance needs, as we work to become your new trusted advisor.


Our services within the industry include:

  • Financial Statement Audits, Reviews and Compilations
  • Agreed Upon Procedures
  • Analysis of the Transaction Structure
    • Asset vs Stock
    • Family or Key Employee Transition
    • Strategic Acquisition and Sale
    • Purchase Price Allocations
    • Tax Implications
  • Financial Due Diligence
  • Review and Analysis of Transaction Agreements
  • Target Working Capital Calculations and Analysis
  • Connection & Coordination with Other Professionals
  • Estate & Gift Planning
  • Tax Planning & Compliance


Member of the Business Transition Advisors Organization (BTA)

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