How do clients benefit from working with us:

We prepare our clients for their next step, whether it is a liquidity event, new equity, an acquisition or passing the company on to the next generation.

We save our clients time, allowing them more time to focus on running their business.

We detect problems before they become a problem.

We ensure our clients are compliant with statutory authorities (tax, SEC, NIH, etc.) and with our tax and accounting strategies.

We are an experienced team seasoned in a variety of industries and disciplines.

We are both a CFO & tax shop.

We promote a collegiate atmosphere among our staff.

Serial entrepreneurs who keep returning to us

Closely-held companies

Turnaround

Industries:

• Biotechnology   
• Medical devices and diagnostics
• Clean technology
• Non-Profit
• High technology
• Services
• Manufacturing
• Retail