Technical Accounting Consulting for Transformative Business Events

The accounting associated with transformative events often requires specialized skills as well as considerable effort and attention from a finance department. From mergers and acquisitions to initial public offerings, middle market companies often need assistance to develop accounting infrastructure, review policies and procedures, and address myriad tasks associated with these types of events.

Our team of experienced professionals can work with you to develop policies and procedures, identify areas for concern and help reduce risks. We can help your finance department ensure the accounting for these events is completed effectively and efficiently.

How can we help you?

To discuss how our team can help your business, contact us by phone at 800.274.3978 or

  • Mergers and acquisitions – Day one accounting implications, review of policies and procedures and development, resolution of potential buy-side and sell-side accounting issues
  • Restatement services – Identification and analysis of areas for concern, audit process management, and development of enhanced policies and procedures to reduce risk
  • Management of the complexities of carve-outs and development of stand-alone accounting and financial reporting infrastructure
  • Support throughout the entire initial public offering process, including risk identification and control assessments, governance and financial reporting
  • Buy/sell side diligence – Creation of accounting structure, review of internal controls and processes, preparation of purchase accounting and opening balance sheets

most recent insights


Invasive procedures: Making merger integrations work in health care

With buy-and-builds becoming more prevalent in health care M&A, effective merger integration can be critical to success.

  • October 03, 2019


Solicitations of interest prior to a registered public offering

A recent SEC Final Rule enables all issuers to engage in “test-the-waters” communications with certain institutional investors.

  • September 27, 2019
Are direct listings the latest trend in tech?


Are direct listings the latest trend in tech?

Is Slack’s direct listing debut signaling a trend for other technology companies going public? We explore in our Industry Spotlight.

  • August 01, 2019


IPO readiness: 5 questions life sciences companies should consider

How can life sciences companies looking to go public position themselves for success? It’s all about setting the stage early on.

  • May 14, 2019
The state of tech: From seed investment to IPO


The state of tech: From seed investment to IPO

What’s in store for emerging middle market tech companies related to investment, growth and exits? Executives and investors share insights.

  • May 07, 2019


Is your company ready for an IPO?

Is your company ready for an IPO? Attend this webcast for accounting, tax and financial reporting perspective.

  • April 09, 2019
The IPO journey: Tales from a tech CFO


The IPO journey: Tales from a tech CFO

Is your technology company taking the necessary steps to optimize a public launch? Learn from a CFO who’s been through a recent IPO.

  • March 07, 2019