Senior insight at every inflection.
One relationship. Every stage. From first revenue to exit.
- Domestic & International Tax AdvisoryMulti-year structural planning that engineers the after-tax outcome before any transaction is signed.
- Transaction AdvisoryPre-LOI structuring, sell-side QoE, buy-side diligence, and proceeds modeling on $5M–$250M deals.
- CFO AdvisoryEmbedded senior finance leadership — close discipline, board reporting, FP&A, and capital strategy.
- Tax CompliancePersonal, business, and trust tax preparation and compliance.
- Tax Controversy & Dispute ResolutionIncome, sales, and all other tax controversy, dispute resolution, and audit defense.
- Risk Management, Treasury & InvestmentRisk management, treasury, and asset protection planning.
Where we engage.
- CFO Advisory
- Domestic & International Tax Advisory
- Transaction Advisory
- Owner liquidity
Three pillars. Eight engagement capabilities.
Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory — delivered as one coordinated relationship.
Domestic & International
Distribution · diversification · gifting
QoE · structuring · proceeds modeling
Tax diligence · deal structure · integration
Embedded senior finance leadership
Cadence · dashboards · forecast
Personal · business · trust preparation
Income, sales, and all other tax
Two ways founders go to market.
Your deal outcome is set 12–18 months before you meet a buyer. By the time buyers are in your data room, leverage has already shifted — unless you built it to stay with you.
- Buyer runs quality of earnings and sets the terms
- Tax exposure modeled after the structure is already on the table
- Working capital negotiated under pressure, mid-process
- Broad indemnities accepted; no pre-positioned insurance strategy
- Last-minute retrades of 8–15% accepted out of deal fatigue
- Sell-side QoE complete before buyers see a document
- Tax basis and structure optimized before LOI
- Working capital target set from a clean 12-month baseline
- Rep and warranty coverage pre-arranged; indemnity exposure narrowed
- Closing certainty becomes leverage; retrade risk is largely eliminated
Most mid-market companies overpay.
Not because their CPA isn't competent — but because compliance-focused advisory doesn't ask the right questions.
- Entity structure and ownership redesign
- Accounting method elections and income timing strategies
- Federal and state credits: R&D, energy, employment
- Deferred compensation and executive equity structures
- Cost segregation and accelerated depreciation
- Charitable planning and specialty deduction structures
- Oil, gas, and real estate passive income programs
We review your full tax position — entity, personal, and trust — and build a plan, not a checklist.
Senior financial leadership, without the overhead of a full-time hire.
Embedded inside your broader NJA relationship — tax, transactions, and financial leadership working as one team.
- Budgeting, forecasting, and cash flow management
- Board-ready reporting and lender presentations
- Controller oversight and month-end close discipline
- Audit-ready books maintained continuously — not assembled before a transaction
- Strategic input on pricing, capital allocation, and growth decisions
- Tax and financial reporting kept in full alignment
Unlike a typical fractional engagement, our CFO advisory is embedded in your broader NJA relationship — tax, transactions, and financial leadership working as one team.
Advisory, answered.
Common questions from founders and operators evaluating Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory engagements.