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Advisory & Consulting Services

Who We Serve
For-Profit Companies
Not-For-Profit Organizations
Government and Other Entities

We offer Consulting Services in the following areas:

Business Valuation and Succession Planning

Business values are critical to various tax planning efforts and filings, fair value for financial reporting, litigation matters, succession planning and business sales. We have the specialists.

Compliance Solutions

We help our clients achieve compliance in accordance with a broad spectrum of regulations and programs, including HIPAA, Medicare, Medicaid, DOH, HHS & more.


Our certified fraud examiners help businesses, organizations and individuals identify, quantify, and mitigate fraud and white-collar crime through our forensic accounting, fraud investigations and risk mitigation services.

Healthcare Consulting

Keeping healthcare related entities compliant and fiscally healthy is the core focus of our consulting services. We strive to become a key business advisor to each of our clients and an integral part of their business planning team. We have a complete suite of strategies, tools, and tactics to address even the most complex issues.

Information Risk Management

Our talented IT risk management professionals have the expertise to provide a complete complement of services including compliance and attestation, IT audits, pen testing services, and general IT consulting to create cost-effective, strategic mitigation plans.

Internal Audit

Through our extensive experience with internal controls, internal audit, fraud investigation, and working with regulators and external auditors, clients benefit from a level of knowledge that is difficult, if not impossible, to duplicate in-house.

Investment Banking

Our Investment Banking Team has closed $900 million in middle-market M&A deals in the last 10 years. We provide our clients with comprehensive sell-side investment banking services, generally helping clients sell businesses with annual revenues from $10 million to $100 million and enterprise values from $5 million to well over $100 million.

Outsource Accounting

Our Outsource Accounting and Finance team utilizes the latest cloud-based technology to provide customized financial reporting solutions for organizations and businesses across a variety of sectors and industries.

Strategic Advisory

From analysis to execution, our team of experienced consultants provides public, private and government entities with focused advisory services that drive profitability, increase efficiencies, mitigate risk and improve operations.

Transaction Advisory Services

We guide our clients in confidently moving through the complex mergers and acquisitions process - from planning and negotiations to closing the transaction and beyond.

Transportation Advisory Services

Transportation Advisory Services (TAS) is a full-service student transportation consulting and advisory firm. Since 1987, TAS has provided comprehensive transportation efficiency studies, bid/RFP management services, and other targeted operational studies.

  • Healthcare Services
  • Construction & Real Estate
  • Manufacturing & Distribution
  • Financial Services
  • Human Services
Latest Articles
Jess LeDonne
Recent Article

New York State Fiscal Year 2024-2025 Budget Overview

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Charlie Wood
Recent Article

The Importance of People, Processes, Technology in M&A Transactions

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David Dinolfo
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Cost of Capital in Middle Market M&A Deals

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