Advisory

Evaluating, Optimizing, & Advising Your Business is Our Business 

Our accountants provide sophisticated transactional representation and advising across a wide range of industries, including oil & gas (upstream, downstream & midstream), energy services, private equity, hospitality, healthcare, real estate, construction, manufacturing & distribution, technology, and business services.

Our clients include public and private multinational companies, private equity sponsors and their portfolio companies, boards of directors, special committees, investment funds, entrepreneurs, nonprofit organizations, and individuals. No matter what stage our clients are in, we can help guide them through creating new business processes, navigating complex regulatory landscapes, and improving operational performance for efficient and sustainable growth.

Advisory services we offer

Valuation services

Financial reporting

Tax purposes

Allocation of tangible and intangible values

M&G deal value

Buy/Sell agreements

M&A transaction advisory

Due diligence

Quality of earnings/assets

Buyer/Seller representation

Corporate restructuring and turnaround

Post-Integration services

Forecasting and business planning

M&A transaction support

Litigation advisory

Expert witness testimony

Commercial damages

Fraud and forensic accounting

International arbitration

Intellectual property damages

Other accounting / advisory services

Outsourced Controller/CFO

Internal audit services

Sarbanes-Oxley compliance

Succession planning

Technical accounting

Business & accounting process improvement

Enterprise risk management

Fraud risk management

Corporate governance

Business owners and investors consistently face challenges in determining the value of a business, or objectively assessing the risks associated with an acquisition or divestiture of another company. Our team’s diverse background and unique industry experience utilizes proven processes and tools to both efficiently evaluate and assess businesses from financial accounting, tax and perspectives. In addition to providing clients with objective, quality deliverables, our team can identify and provide solutions to hidden issues—preventing unforeseen delays and unexpected surprises.

Calvetti Ferguson is recognized for providing exceptional attention to detail, the highest level of personal customer service, and delivering a high level of expertise in our respective industry focuses at a more cost-effective manner than larger, national, and global firms.

Advisory Services clients can rely on our team for continuous support throughout an engagement—from initial due diligence and valuation to post-integration alignment and ongoing services, such as annual goodwill impairment testing. By working with the professionals at Calvetti Ferguson, your company will benefit from a more efficient transaction process, while enabling you to focus on your core business.  

Our firm is equipped to identify and deliver innovative and integrated solutions to build your business.

Chin Yu

Partner
713.726.5728
cyu@calvettiferguson.com