Credentials Possessed by Our Team: CFA®, ASA, CPA, ABV, CGMA

Transaction Related

Transaction-Related

Partner Buyout

Buy-Sell Agreements

Bank Financing

Business Unit Divestiture

 

Financial Reporting

Financial Reporting

Private Equity Reporting (ASC 820)

Purchase Price Allocation (ASC 805)

Useful Life - Revenue Recognition (ASC 606)

Goodwill Impairment (ASC 350)

Stock Compensation (ASC 718)

Contingent Consideration (ASC 805)

Fixed Assets (ASC 805)

Deferred Revenue (ASC 805)

Convertible Securities (ASC 480)

Debt Instruments (ASC 480)

Complex Securities (ASC 815, ASC 480)

 Purchase Price Allocation Technical Memo (ASC 805)

Opening Balance Sheet JE Support (ASC 805)

Goodwill Computation (ASC 350)

Compliance

Tax Compliance

Stock Options (IRC 409a, 83b)

Gift & Estate

S-Corp Conversions

Closely-Held Company

Recapitalization

Intangible Assets

Family-Limited Partnerships