OUR CLIENTS
Our clients are typically those seeking an advisor with Big Four tax expertise but at a reduced price point and with more of a small firm approach to client service. We are industry agnostic and generally work on transactions with an enterprise value ranging between $5M - $250M. While the majority of our clients are PEGs, family offices, lenders and public/private businesses actively buying, selling or reorganizing businesses; we also work with small closely held business owners looking to strategically position themselves for a sale and maximize their net after-tax sale proceeds. In addition, we frequently team with other professional service firms and transaction intermediaries to provide transactional tax support or serve as a technical resource to their clients throughout the deal process.
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