A CPA is a proactive business and financial strategist who helps guide business owners and individuals through proper planning for future events and their potential tax consequences.

A credible CPA ensures that your business financials are clear, concise, and legal. He or she conveys information clearly with good communication skills that are vital for a strong working relationship. A CPA with a well-rounded background in multiple areas, rather than just one or two, provides a more balanced perspective on your behalf.

A professional CPA will always respect personal boundaries and show utmost integrity when working with your most confidential and closely-guarded financial information. Finally, you need a CPA who is creative and fair. Creativity enables a CPA to bring new ideas to the table, which can activate innovative ways to foster growth and success in your business. A fair CPA will be willing to talk about payables/receivables and other financial matters, maintaining transparency throughout the process.

A CGMA deals with accounting for businesses that goes beyond tax reporting to empower better business management decisions. Dedicated CGMAs can be trusted to stimulate the best business performance possible.

A CGMA combines financial and business expertise to enable owners to experience sustainable business success. Their skills involve a combination of strategy, management, and operations:

Strategy includes a mixture of inquiry, evaluation, design, advisory services, formulations, and forecasting for cash flows and other finances.

Management consists of a combination of analysis, management and execution, negotiation and communication, planning, leadership, evaluation, and preparation.

Operations is a blend of issue awareness, calculation and examination of product costs, forecasting and budgeting for activities, evaluation of capital expenditures, management, and preparation.

A CEPA coordinates a custom team of multiple advisors, including attorneys, CPAs, investment bankers, real estate professionals, insurance brokers, value enhancement experts, and wealth managers. Together, the entire team will look at each aspect of your assets, encompassing your personal wealth today, your business value and possible improvements, and your future desires and plans. This allows you to strategically prepare for the next step in your life, after increasing the value of your business.

An outstanding CEPA will focus on you and ask questions necessary for getting a complete picture of your needs. This discussion will help determine your personal and business goals, financial requirements, business value, comfort levels, and transition time frame before your next adventure. All of these elements will tailor the development of an exit plan designed specifically for you.

A dedicated CEPA can help you articulate and align your personal, business and financial goals while maximizing your business value. Meanwhile, your plans to facilitate your retirement and financial security are completed with minimized taxes.

We identify and capitalize on timing opportunities, resolving key issues with wise guidance and practical solutions to provide the strategic options to fulfill your dreams.

CVGAs provide expertise, objectivity, and integrity in value growth services — the fastest-growing service segment of the private middle-market — through professional training as engagement leaders, able to distinguish themselves in the marketplace as broad-based, most-trusted advisors.

As such, they are equipped to manage the professional resources needed to help clients maximize the value of their companies through business assessment and strategic value enhancements designed to strengthen companies, prepare them for growth, and augment long-term value.

A CM&AA is a professional who has a comprehensive knowledge of middle market businesses, which are typically companies with revenues between $10 million and $1 billion annually. This includes financing for growth and acquisition of private/public companies, the basics of business valuation, preparing companies for growth or being deal ready for mergers and acquisitions (M&A), the complex tax and legal ramifications of M&A, and the unique perspectives of both the buyer and seller during M&A. CM&AA’s have an obligation to the public, their profession, the organization they serve, and themselves, to maintain the highest standards of ethical conduct while showing competence, confidentiality, integrity, and objectivity.

The Certified Valuation Analyst (CVA) designation is an indication to the business, professional, and legal communities that recipients have met the rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial consulting and litigation, and related consulting disciplines. This CVA designation, established by the National Association of Certified Valuators and Analysts (NACVA®), is the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA®), the accreditation body of the Institute for Credentialing Excellence (ICE™).

A valuation professional should be able to demonstrate through education, training, and experience that he or she has the knowledge and a level of competency in valuing business enterprises. Certified members of NACVA are required to adhere to industry standards in performing valuation services and communicating their value determinations. Standards are intended to assure users the services they receive meet an industry-acceptable level of due care, including the thoroughness of the analysis and communicating the results. Furthermore, industry standards require adherence to ethical guidelines in the performance of valuation engagements—providing added assurance to users that the CVA they hire performs his or her services conscientiously and competently.

A Certified Management Accountant (CMA) builds on financial accounting proficiency with additional management skills aiding in making strategic business decisions based on financial data. The Certified Management Accountant (CMA) certification is issued by the Institute of Management Accountants (IMA), based on the following competencies:

Strategy, Planning & Performance – Actively leading the planning process, guiding decisions, managing risk, and monitoring performance.

Business Acumen & Operations – Contributing as a cross-functional business partner to transform company-wide operations.

Reporting & Control – Measuring and reporting an organization’s performance in compliance with relevant standards and regulations.

Technology & Analytics – Managing technology and analyzing data to enhance organizational success.

Leadership – Collaborating with others and inspire teams to achieve organizational goals.

Professional Ethics & Values – Demonstrating the professional values, ethical behavior, and legal compliance essential to a sustainable business model.