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For buy-side advisory, Calvetti Ferguson offers custom quality of earnings (QoE) reports and provides “a la carte” pricing based on a review of the financials and scoping discussion with the client. We balance appropriate procedures with deal risk and budget. Our fees are structured as a not to exceed per given scope, so if deliverables are completed more efficiently, those cost savings are passed to the client.

For sell-side advisory, Calvetti Ferguson provides a complete, fully-integrated solution which includes valuation, QoE, accounting, and tax consulting. We do not charge a success fee – instead a fixed fee is negotiated at the start of each phase. This means that once each phase begins, Calvetti Ferguson does not benefit from any monetary or economic benefits received by the client either from the deal negotiation process or tax savings.

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Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.