Manufacturing & Distribution

Improving Efficiency and Ensuring Compliance in a Complex Industry

Manufacturing and distribution companies are the backbone of the supply chain. Whether you are producing essential goods or ensuring they are transported efficiently to the next point in the chain, your operations are complex and high-stakes. From the shop floor to the final mile of delivery, you face a constant set of challenges: fluctuating margins, regulatory pressure, and the need for absolute financial precision.

We provide the high level of service you expect. You shouldn’t have to spend your time educating your CPAs on your business or your industry. We believe your advisors should be a seamless extension of your team, helping you reduce costs and protect what you’ve built. At Calvetti Ferguson, our CPAs receive industry-specific training so they can look at your challenges from any angle and provide the technical clarity you need.

Specialized Support Across the Supply Chain

We provide a single-provider platform that supports both family-owned legacies and public companies. Our services are designed to help you run a more professional, “deal-ready” operation at every stage of the business lifecycle.

Audit, Assurance & Internal Oversight

In an asset-heavy industry, your financial statements are the primary means of communicating your financial health to banks, investors, and boards.

• • • Financial Statement Audits: Delivering high-quality, independent verification for companies with complex inventory requirements and global operations.

    • Employee Benefit Plan (EBP) Audits: Performing comprehensive audits for various types of plans (401k, 403b, pension), ensuring they meet all regulatory requirements.

    • Internal Control Evaluations: Assessing your internal environment to identify gaps, mitigate risk, and professionalize your oversight.

Strategic Tax & Compliance

Tax should be a proactive strategy that helps you reinvest in your growth, not just a year-end requirement.

• • • Corporate Tax Planning & Compliance: Providing proactive tax consulting for C-corporations and S-corporations to ensure compliance and support long-term goals.

    • Tax Incentives & Credits: Identifying and consulting on available incentives to help you reduce costs and reinvest in your operations.

    • Tax Preparation & Consulting: Ensuring accurate filings that align with your broader financial objectives.

Transaction & Technology Advisory

Whether you are scaling your footprint or preparing for an ownership transition, we provide the leadership needed to move forward.

• • • M&A Consulting & Quality of Earnings: Providing deep financial analysis to help you understand the true value of a company during a merger or acquisition.

    • Transaction Representation: Offering buy-side and sell-side advocacy to navigate the complexities of ownership changes.

    • Technology Services: Providing on-call CIO/CISO leadership and managed IT services to secure your digital infrastructure and align technology with your business strategy.

A Roadmap for Every Stage of Ownership

We meet you exactly where you are, providing the specific level of rigor your situation demands.

• For Family-Owned Businesses: We help you transition from informal processes to professionalized governance, ensuring the business is healthy for the next generation.

• For Public Companies: We bring the technical precision and independence required for public entities and companies with complex shareholder structures.

• For Private Equity Portfolios: We provide the standardized reporting and due diligence necessary for PE groups to manage their investments with clarity.

Ready to See Where Your Business Stands?

Don’t let operations, regulations, or competitors slow your momentum. Let’s get the data you need to make your next move with confidence—partner with a firm that understands the entire lifecycle of your business.

Contact Our Team