Quality advice and execution.
We are a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds, business owners and their families. We champion our clients’ success each day by tackling the most complex decisions and opportunities, and do our part to generate shareholder value.
We originally started the firm in 2019 as a manager of private investment funds and expanded into advisory services: Tax, Transaction Advisory & CFO Services.
Tax Compliance & Advisory
Full-suite of tax compliance and advisory services for privately-held companies and their owners.
We provide independent, unconflicted advice on mergers, acquisitions, divestitures, spin-offs, and other transactions, including a general evaluation of strategic alternatives.
Hands-on executive operation services to help privately-held companies run smoothly and efficiently.
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Boston | New York