Advisory Services

Clear Guidance for High-Stakes Decisions

For multinational companies, private equity sponsors, and high-growth entrepreneurs, the goal is always the same: sustainable, scalable growth. But as you expand, the path forward often brings more questions than answers. Whether you are eyeing a strategic acquisition, preparing for an exit, or professionalizing your internal operations, you need more than just data—you need a partner who can turn that data into a competitive advantage.

We believe that clarity is the ultimate currency. You shouldn’t have to navigate major business transitions with a “wait and see” approach. At Calvetti Ferguson, we provide the technical depth and strategic foresight required to help you move forward with total confidence. We partner with you to protect what you’ve built while preparing you for what’s next.

Specialized Pillars of Strategy and Excellence

We offer a seamless, single-provider platform designed to support your organization across the entire business lifecycle. Our expertise is focused on two core disciplines that drive enterprise value.

Transaction Advisory: Precision for Every Deal

In the world of M&A, the best decisions are backed by objective data and structural integrity. We provide the rigorous scrutiny required to ensure your transactions are successful from Letter of Intent to post-deal integration.

• • • Due Diligence: Validating financial health and quality of earnings to build investor and lender confidence.
    • Transaction Support: Providing comprehensive guidance to help you navigate the complexities of both buy-side and sell-side deals.
    • Valuations: Offering objective, independent analysis for strategic planning, transitions, and compliance.

Risk Advisory: Strengthening Your Foundation

A truly scalable business is one that is built to last. We help you implement the professional frameworks and institutional-grade controls that allow you to grow without the “growing pains.”

• • • Technical Accounting and Reporting: Ensuring precision in complex financial disclosures and reporting as your business evolves.
    • Governance, Risk, and Controls: Strengthening your internal frameworks to meet the high standards of Boards and Private Equity.
    • Technology: Securing and optimizing the digital systems that power your daily operations and future growth.

A Roadmap for Institutional Growth

Our advisory framework is built to help you move across the Owner → Business → PE → High Net Worth flywheel by focusing on three key outcomes:

• Value Protection: Securing your legacy and assets through proactive planning and rigorous oversight.
• Operational Readiness: Enhancing cash flow and reporting accuracy so you are always “deal-ready.”
• Strategic Scalability: Implementing sophisticated financial strategies that facilitate long-term, sustainable expansion.

Contact Our Team