• Business and intangible valuations
• Forensic accounting
• Merger and acquisition services
• Bankruptcy consulting
• Litigation services
• Internal audits, including Information Technology (IT) audits
• Enterprise risk management
• Cyber Security HealthCheck and testing
• AI HealthCheck

For the law firm partnership:

• Federal and state compliance
• Mergers and acquisitions
• State nexus issues
• Federal and state tax controversies

For the law firm partners, on an individual basis:

• Tailored, personalized preparation of individual attorney tax returns or arrangements offered to all partners using a standard flat fee for each return
• Investment advisory services for firm and partners

• Due diligence procedures related to mergers and acquisitions
• Agreed-upon procedures
  • Cash disbursement and receipt analytics
  • Monitoring procedures for compliance with firm policies
• Internal control reviews and consultations
• Firm restructuring, start-ups and dissolutions

• Audits, reviews and compilations of financial statements
• Retirement plan audits
• System and Organization Controls (SOC) Reporting: SOC 1^® and SOC 2^®

• Consulting and expert witness services regarding economic damages and lost profits
• Investigative and forensic accounting services including fraud investigations
• Accounting and financial advisory services to debtors, creditors, trustees and receivers in bankruptcy and consensual reorganizations
• Business valuations for closely held businesses, including determination of the fair market value of business interests and the identification and valuation of intangible assets
• Valuations concerning estates and estate planning

• Advanced-level programs
• Includes trial graphics, cites to published sources and practice aids
• Customizable for needs of individual law firms
• Qualify for CLE credits ranging from 1 to 4 hours
• Programs presently available include:
  • Proving Economic Damages
  • Understanding Present Value Computations in Business Litigation (Discounting and Capitalization of Earnings)
  • “Multiple Myths” – Exploring the Uses (and Misuses) of Earnings Multiples