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

Business tax consulting

CFO on-call support

Family office services

Financial audits

Internal audits

Outsourced accounting

PE fund audits

State and local tax

Quality of earnings

Restructuring

Sell-side M&A

Our Latest Insights

Fractional Financial Leadership: The Strategic Value of On-Call Partner Support

For many emerging companies, there is a distinct gap between foundational bookkeeping and the high-level financial strategy required to scale. While accurate transaction recording is essential, it rarely provides the forward-looking insights necessary to navigate...

Winning Donor Confidence Through Form 990 Transparency

In the competitive landscape for transformative funding, Form 990 has evolved from a mandatory tax filing into a critical public record. Established donors, foundations, and corporate sponsors no longer rely solely on traditional annual reports. Instead, they use...

Beyond the Checklist: 3 Ways a Strategic Nonprofit Audit Institutionalizes Value

For established nonprofits with over $1 million in revenue, the annual audit should be viewed as more than a recurring compliance expense—it is an investment in institutional strength. While a standard "check-the-box" audit provides a clean opinion for...