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

Optimizing Real Estate Liquidity: A Strategic Approach to Cost Segregation

Many real estate owners are currently navigating a market where capital is expensive and liquidity has become a primary competitive advantage. In this environment, following a standard 39-year or 27.5-year depreciation schedule can feel like a drag on a portfolio....

Predictable Cost Control: Comparing Outsourced Accounting Tiers for Startups

For many founders, professional fees are often difficult to predict. Traditional accounting firms frequently rely on hourly billing models. When a single complex question or a month of high activity results in a bill that exceeds your expectations, it becomes...

From Planning to Proceeds: Building Transaction Conviction with Integrated Advisory

No one knows what 2026 will bring for Middle Market M&A, but intentional exit planning, preparation, risk management, and governance produce successful transactions in any circumstances. Plans co-developed with a trusted team of advisors, including CPAs,...