CONSULTING SERVICES
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
SUCCESSION PLANNING
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With an exceptionally solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
LITIGATION SUPPORT
We have been engaged as expert witnesses or consultants for various plaintiffs and defendants in more than 60 cases involving commercial contract disputes, misappropriation of trade secrets and other intellectual property, post-acquisition disputes, accounting malpractice, construction contract claims, misappropriation of funds, and other matters. These cases often involved the calculation of damages, lost profits, potential future cash flow, income streams, or asset values.
We have extensive experience in preparing expert reports, evaluating expert reports prepared by others, assisting in the discovery process and depositions, conducting forensic accounting investigations, providing expert testimony at trial and arbitration, and participating in settlement negotiations and mediation. We have also served as consultants to attorneys and clients in forensic accounting investigations.
CONTRACT FUNDS CONTROL
In situations where a contractor has difficulty securing a performance and payment bond for a project, the surety may insist that the funds on the project be controlled by an independent third-party funds administrator. This is often the case with small contractors with limited bonding capacity, and there are companies who will perform such services for these small projects; but because of our unique reputation in the construction industry and in the surety industry with several large bonding companies, we perform these services on a much larger scale. We have been engaged to serve as contract funds administrators on several very large contracts, ranging in size from $16 million to over $100 million in circumstances where substantial contractors were stretching their bonding capacity beyond their current limits. Our extensive experience in serving contractors allows us to perform these services in an efficient, cost-effective manner that mitigates the surety’s exposure under the payment portion of the bond and provides the contractor the opportunity to secure a project that would otherwise be lost.