Services
Business Advisory
Board-level financial leadership for private and public companies at every stage of the growth curve.
All servicesContract CFO Services
Board-level finance without the full-time hire — reporting, budgets, investor packages and cash strategy on a monthly cadence.
Learn moreM&A and Reverse Mergers
Buy-side and sell-side structuring, diligence and integration, engineered for the lowest defensible tax outcome.
Learn moreIPOs & Capital Markets
Readiness assessments, debt and equity raise support, and the reporting infrastructure public markets demand.
Learn moreExit Strategies
Multi-year exit planning so your sale is taxed the way you chose years in advance, not the way it happens to fall.
Learn moreBusiness Consulting
Revenue, margin and cash work — plus practice management for healthcare providers — backed by real financial statements.
Learn more
Other service areas
Tax Services
Proactive planning and compliance for all entity types protecting high net-worth individuals.
Learn moreFinancial & Investment Strategy
Tax-aware investment structures for high net worth families, funds and real estate operators.
Learn moreAsset Protection & Compliance
Structures that keep what you have built insulated, documented and defensible.
Learn moreAccounting & Operations
Clean books, on-time payroll and CFO-level reporting so every tax strategy has accurate numbers underneath it.
Learn more
Free consultation, up to 60 minutes
Not sure which service you need?
That is what the free consultation is for. Up to 60 minutes with Brent and you will know.