Expert Business Guidance for Your Success.

Experienced, because we’ve been there.

We understand your challenges because we’ve been there. Our team proactively identifies and implements strategies for clients to enhance their business value. Calvetti Ferguson partners with public and private companies, private equity funds and portfolio companies, and family offices, helping them navigate complexity, mitigate risks, and unlock opportunities. Below are some of the ways we add value to businesses.

Driving Your Business Forward.

Progress is essential in a world of constant change.

We combine deep business insight with comprehensive services and global resources to design the solutions you need.

Let’s connect and discuss how we can help you achieve your goals.

Benefit plan audits

R&D tax credit studies

CFO on-call support

Family office services

Financial audits

Internal audits

Outsourced accounting

PE fund audits

State and local tax

Quality of earnings

Sell-side M&A

Our Latest Insights

Scaling Nonprofits: From Bookkeeping to Strategic Oversight

Many nonprofit leaders reach a pivotal moment where the financial systems that served them during their early years begin to create friction. As an organization moves from a localized impact to a regional or national scale, the reliance on basic bookkeeping and...

Accelerate Your Funding Round with Investor-Ready Accounting

For a founder, the due diligence phase of a funding round is the most critical period of the investment process. When an investor begins their review, they are evaluating your financial discipline and operational maturity. For founders seeking Seed or Series A...

The 2026 Texas IRC Conformity Update: Managing the Transition and the One-Time Adjustment

For nearly two decades, Texas businesses have operated under a fixed-date conformity model. This required companies to calculate their franchise tax using the Internal Revenue Code (IRC) as it existed on January 1, 2007. This regulatory disconnect forced businesses...