Strategically reducing taxes, enhancing enterprise value
We consistently identify substantial tax savings for profitable businesses with revenues ranging from $50 million to several billion dollars—opportunities that traditional accounting firms often miss.
- Domestic & International Tax AdvisorySmart tax planning that moves material dollars now and many years to come with or without any liquidity event or transactions.
- Transaction AdvisoryPre-LOI structuring, sell-side QoE, buy-side diligence, and proceeds modeling on $25M–$500M deals.
- CFO AdvisoryEmbedded senior finance leadership — close discipline, board reporting, FP&A, and capital strategy.
- Tax ComplianceCorporate, owners' personal, and trust tax returns preparation and compliance.
- Tax Controversy & Dispute ResolutionIncome, sales, and all other tax controversy, dispute resolution, and audit defense.
- Risk Management, Treasury & InvestmentRisk management, treasury, and asset protection planning.
Where we engage.
- Domestic & International Tax Advisory
- Transaction Advisory
- Owner liquidity
Three pillars. Seven engagement capabilities.
Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory — delivered as one coordinated relationship.
Domestic & International
Cadence · dashboards · forecast
Personal · business · trust preparation
Income, sales, and all other tax
Two ways founders go to market.
Your deal outcome is set 12–18 months before you meet a buyer. By the time buyers are in your data room, leverage has already shifted — unless you built it to stay with you.
- Buyer runs quality of earnings and sets the terms
- Tax exposure modeled after the structure is already on the table
- Working capital negotiated under pressure, mid-process
- Broad indemnities accepted; no pre-positioned insurance strategy
- Last-minute retrades of 8–15% accepted out of deal fatigue
- Sell-side QoE complete before buyers see a document
- Tax basis and structure optimized before LOI
- Working capital target set from a clean 12-month baseline
- Rep and warranty coverage pre-arranged; indemnity exposure narrowed
- Closing certainty becomes leverage; retrade risk is largely eliminated
Most mid-market companies overpay.
Not because their CPA isn't competent — but because compliance-focused advisory doesn't ask the right questions.
- Entity structure and ownership redesign
- Accounting method elections and income timing strategies
- Federal and state credits: R&D, energy, employment
- Deferred compensation and executive equity structures
- Cost segregation and accelerated depreciation
- Charitable planning and specialty deduction structures
- Oil, gas, and real estate passive income programs
We review your full tax position — entity, personal, and trust — and build a plan, not a checklist.
Mid-market advisory, answered.
Common questions from owners, CEOs and CFOs of profitable mid-sized businesses with revenues ranging from $50 million to several billion dollars evaluating Domestic & International Tax Advisory, Transaction Advisory, and CFO support Advisory engagements.