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Consulting & More

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

We Offer Consulting Services in the Following Areas:

Investment Banking

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.

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.

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.

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.

Fraud/Forensics

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

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.


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.

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.

Our Affiliates and Subsidiaries

We work closely with our affiliates and subsidiaries to provide clients with a wide range of services – from technology solutions to interim management support.

  • Healthcare
  • Construction
  • Manufacturing and Distribution
  • Banking and Finance
  • Tax-Exempt
  • Real Estate
Latest Articles
Matthew Jensen
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Considerations Around the New Leasing Standard

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To Combat Financial Strains, Hospitals and Health Systems Must Invest in Alternate Care Avenues

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Anthony Duffy
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Building an Advisor Team That Works for You (Not Against Each Other)

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How Can We Help Move Your Business Forward?

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