Services
We help our clients to
OUR SERVICES
AUTOMOTIVE IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
AUTOMOTIVE
Department restructuring
Industry benchmarking
Profitability planning
Reinsurance company creation
- Structuring real estate transactions
OUR SERVICES
CONSTRUCTION
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Develop methods of evaluating project profitability.
- Evaluate strategies for long-term contracts.
- Design compensation and incentive plans.
- Organizational structuring and joint venture formation.
- Prepare cash flow projections and budgets.
- Target key financials to present for surety and bankers.
- Analyze your system and use new technology.
ENTERTAINMENT
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Business management services
- Cash management/banking relations
- Compliance and planning
- Negotiations with government agencies
- International, state and local planning
- Investment advisory and asset allocation services
- Trust and estate planning
- Review and procure insurance coverage (personal and professional)
- Transactional consulting/contract negotiation
- Music, film, and television royalty audits and administration
- Tour planning
- Negotiation and settlement of Central Withholding Agreements (CWAs)
- Film production tax credits
- Payroll administration
- Administering of vendors (private aircraft)
FINANCIAL
FINANCIAL
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Banking
- Broker-Dealers
- Capital Markets
- Domestic and off-shore hedge funds
- Emerging Managers
- Fintech
- Funds of Hedge Funds
- Insurance companies
- Management companies
- Private equity funds
- Registered investment advisors
- Registered investment companies ("'40 Act" Funds)
- Special Purpose Acquisition Companies (SPAC)
- Special purpose vehicles
- Specialty finance companies
- Venture capital funds
FRANCHISING
FRANCHISING
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
General Franchise Services
- Business operational consulting
- NEXUS and sales tax studies
- Strategizing effective goals for growth
- Strategic organizational corporate structure designed for asset protection
- Budgeting and cash flow analysis
- Long-term profitability analysis
- Valuation and litigation support
Franchisor Services
- Profitability consulting for emerging/mature franchisors
- International expansion strategies
- Designing and conducting royalty audits
- FDD compliance consulting and review
- Preparation and review
- Franchisor succession planning
- Advertising fund market studies
- Operational restructuring
Multi-Unit Franchisee Services
- Unit matrix reviews, exit strategies inclusive of presentations, and representations for sell-side diligence
- Analysis of area development agreements
- FDD analysis and comparison to the included audited financial statements prior to acquisition
- Specific FDD item analysis to actual realistic data
- Multi-state tax planning
- Analysis of operating agreements and overall corporate structure
Franchise Private Equity Services
- Buy-side, sell-side, and lender due diligence
- Quality of earnings reports (Q of E)
- Working capital analysis
- Mergers and acquisitions valuation services
- Structuring of deals
LAW FIRMS
LAW FIRMS
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
Guiding Four Phases of Mergers & Acquisitions and Laterals:
- Planning
- Structuring and negotiating
- Execution (including Quality of Earnings Reports)
- Implementation
Revenue Cycle Strategy:
- Developing profitability drivers, including utilization and realization
- Creation of individual partner productivity matrix
- Billing alternatives
- Revenue cycle and cash acceleration
- Review and improve efficiency of billing procedures
Risk, technology and governance:
- Enterprise risk management
- Escrow account review
- Practice governance
- Internal controls
- Technology
Financial Strategies and Support Services:
- Compensation planning
- Managing practice niches
- Succession planning
- Qualified and non-qualified retirement and deferred compensation arrangements
- Health insurance and benefits consulting
- Business plans
- Operational assessments
MANUFACTURING & DISTRIBUTION
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Agreed-Upon Procedures
- Accounting Advisory Services
- International Tax
- State and Local Tax (SALT)
- Technology and Risk Advisory Consulting (TRAC)
- Transaction Advisory Services
- Business Valuations
- Fraud Investigations and Forensic Accounting
- Insurance Claim Analysis
- Bankruptcy and Restructuring
- Inventory control procedures
- Strategic planning
- Internal control compliance (including Sarbanes-Oxley assistance)
- Transfer pricing
- Succession planning
MARITIME, SHIPPING & LOGISTICS
IN ADDITION TO OUR CORE ASSURANCE, TAX, AND ADVISORY SERVICES, WE ALSO PROVIDE:
- Assurance and accounting services to domestic (US) shipping companies, shipping agencies, ports and terminals, freight forwarders, other NVO enterprises, and other logistic companies
- Complete tax compliance services to the entire shipping and logistics industries including:
- Ships (owned or chartered);
- Agencies
- Ports and terminals
- Freight forwarders
- Other NVO enterprises
- Logistic companies
- Tax and advisory services for structuring, restructuring, and reorganizing entities in the shipping and logistic industries
- Tax audit representation for federal and state audits
- Transfer pricing studies and consultation
- State and local taxation (SALT) consulting, studies, and representation
Entitles covered in practice:
- Maritime companies
- Shipping agents and foreign principals
- Shipping agencies
- Shipping vessels (owned or chartered)
- Privately owned or operated shipping terminals and ports (who service carriers calling on U.S. ports, bulk carriers, and non-vessel operating common carriers (NVOCCs)
- Freight forwarders and other NVO’s
PRIVATE EQUITY & CAPITAL MARKETS
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
Deals
- Buy-side and sell-side due diligence
- Quality of earnings report
- Tax planning and structuring
- Valuation services
- Integration consulting
- Special purpose acquisition company (SPACs) transactions
Portfolio Companies
- IPO readiness
- Audit
- Tax compliance
- Tax consulting
Private Equity Funds
- Auditing, financial, and reporting
- Administration
- Tax compliance
- Tax consulting
- Regulation
- Valuation
REAL ESTATE
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Identification of federal, state, and local tax credits
- Transaction structuring
- International tax
- Effective investment planning
- Due diligence
- Internal controls
- Cash flow and profitability analysis
- Common area maintenance studies
- Review of rent escalations and other lease provisions
- Cost segregation analysis
- REIT compliance
- Succession planning
- Mortgage and mezzanine financing assistance
- Operational support for financial reporting, including SEC filings
- Loan repayment and defeasance analysis
RESTAURANTS & HOSPITALITY
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
- Best practices for efficient and transparent operations
- Cash flow and profitability analysis
- Facility valuations
- Improving billing procedures
- Industry benchmark analysis
- Internal controls
- Inventory management
- Organizational structuring
- Preparation and review of cost reports
- Representation before the Internal Revenue Service (IRS)
- Sales audit for percentage rent
- Structuring compensation arrangements
- Structuring transactions
- Technology consulting and analysis
IN ADDITION TO OUR CORE ADVISORY SERVICES, WE ALSO PROVIDE:
STAFFING
TECHNOLOGY
