Public Company

Armed with an in-depth understanding of your organization and challenges, we assess the risks associated with your business, including its control environment and information systems. The result is a focused and efficient audit plan that aims to help you address risk and build stakeholder trust.

We work with organizations of all sizes and types. Our professionals are trained to recognize the industry specific needs of your organization and work with your team to understand your business specifically.

As our client, you benefit from a results-driven approach that is tailored to your specific tax needs. Because your financial goals are our top priority, you receive direct access to our senior partners, fast response times, and well thought out solutions to the most complex tax scenario.

Whether you are seeking simple tax compliance work or an integrated tax plan for your business, our tax professionals will surely minimize your tax impacts and risks and maximize your savings.

Technology and globalization have dramatically impacted the nature of commercial transactions. Today’s small and mid-sized companies are especially challenged to keep pace with the regulatory and reporting changes required of them.

Our IPO advisory and technical accounting function goes beyond traditional compliance services to provide accounting advisory. 

We are not a newcomer to the demands of SEC clients. Our SEC group consists of professionals with many years of experience working with public companies, including those who have become public through “reverse mergers.” We work with public companies in industries ranging from technology and life sciences to consumer products.

For companies considering going public, we have the experience to walk you through this involved transition. We can work seamlessly with your team of attorneys, investment bankers and underwriters in navigating the complex issues inherent to the IPO process. Take your company to the next level with our efficient, responsive and proactive approach.

Our Sarbanes-Oxley (SOX) compliance team helps organizations build a strong internal control and risk management program to ensure “SOX Success.”

From COSO framework implementation, SOX risk assessment and control rationalization to documentation and testing management, we help our clients comprehensively adhere to their SOX 404 compliance while substantially reducing costs.

A formal business valuation may be critical for financial reporting, tax or transaction purposes. It also fundamentally develops a more structural understanding of market impacts and trends for your business’ value, while helping owners and executives develop a strategic plan. This insight supports business success whether your vision for the future is short-term or long-term.

The Valuation team delivers customized, certified and accurate accounting and transaction-based valuations tailored to your specific needs. We have extensive valuation advisory experience, allowing us to provide advanced insights and defensible conclusions in even the most complex situations.

As you prepare to become a public company or become subject to SEC regulations for financial reporting, you’re entering a world where compliance requirements become significantly more complex, frequently evolving, and faster paced.  

Complying with SEC reporting demands deep knowledge and experience in the application of SEC rules and regulations in a practical manner. The transition from private company financial statements to SEC-compliant reporting requires careful planning and project management to navigate deadlines, technical knowledge, and rigorous attention to detail to help ensure the accuracy of SEC filings.