Services we offer

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Technical accounting

  • We deliver robust technical accounting memos shaped by decades of national office specialist reviews, using proven templates that anticipate auditor questions and streamline the audit process.

    • Business Combinations & Asset Acquisitions: Business combination versus asset acquisition, earnouts, opening balance sheet

    • Consolidation: Variable interest entity and primary beneficiary determinations, voting model considerations.

    • Debt Financing Activities: Convertible debt, embedded derivative analysis, debt restructurings

    • Equity Financing Activities: Warrants, Preferred Stock, Earnouts, Convertible Instruments

    • Derivatives: Outsourced derivative valuation and hedge accounting, derivative accounting analysis and NPNS election

    • Stock-Based Compensation: Profits interests, awards with market conditions, modifications.

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Valuation

  • Valuations undergo a rigorous review process to ensure they are fully aligned with accounting requirements and meet the highest standards of quality and accuracy.

    • Business combinations and purchase price allocation

    • Derivatives

    • TSRs and other awards with market conditions

    • Convertible debt

    • Profits interests

    • Warrants and other equity linked instruments

    • Contingent consideration

    • Debt instruments

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Fractional CFO/CAO Services

  • Senior-level financial leadership — without the full-time cost. We provide flexible, tailored solutions that combine deep technical accounting expertise with forward-looking financial strategy to help your business grow, scale, and succeed.

    • Audit-ready financial statements and footnotes

    • Carve-out and pro forma financial statements

    • IPO readiness and SEC reporting support

    • De-SPAC transaction support

    • Forward-looking financial planning and analysis (FP&A)

    • Cash flow forecasting and working capital management

    • Growth strategy, M&A support, and exit planning

    • Monthly financial reporting and executive dashboarding

    • Bank and private equity reporting

    • Month-end close optimization and financial process improvements

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