A business or companyLLC, corporation, partnership ✓ A bank or financial institutionDirectors' exams, audits ✓ A nonprofit or benefit plan401(k), pension, not-for-profit ✓ An individual or familyPersonal & estate tax ✓
A merger, acquisition or dealTransaction & buy/sell advisory ✓ Audit or assuranceFinancial statements, EBP, bank ✓ CFO, controller or bookkeepingOutsourced accounting & advisory ✓ Restructuring / special situationDebt, forensics, turnaround ✓ Tax planning & preparationFederal, state & local ✓ Not sure yetPoint me in the right direction ✓
$25M+ / multiple entitiesComplex, multi-entity ✓ $5M – $25MEstablished & growing ✓ $1M – $5MSmall business ✓ Under $1M / personalIndividual or startup ✓
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