Our Services

There’s no such thing as “usual” in business—change is constant and complex. To remain competitive, companies must continually seek new ways to address the array of financial, operational, and regulatory disruptions perpetually transforming the marketplace.

Drawing on nearly a century’s worth of experience in tax, assurance, and advisory services, our professionals work closely with customers to design holistic business strategies. Our multi-disciplinary team identifies areas for internal enhancements, then crafts custom solutions that optimize the efficiency and effectiveness of financial procedures, processes, people and technology.

Business and Financial Strategic Planning

Change Management

Cost Allocation Planning

Financial Models, Analysis, and Management Tools

Management Transition and Succession Planning

Our Team

Charles M. Duke III

Full Principal

Peter K. Barton

Director

More Team Members

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Additional Resources

White Papers

A Guide to Evaluating its Underlying Risks…

Mar 16th, 2023

Maximizing M&A Value: A guide to evaluating IT’s underlying risks and assets Download White Paper Download the report from a recent survey conducted by Chief…
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Case Study

Strategic decision making supported through…

Mar 13th, 2023

The customer said, “I want insight into future cash flow to inform strategic capital investment.” Context Manufacturing business with extensive capital needs and low tolerance…
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Article

New Prevailing Wage Requirements for Clean…

Mar 09th, 2023

By Bergin Fisniku, J.D. Lewis and Nick Stuart Taxpayers must comply with new prevailing wage and apprenticeship (PWA) requirements to enjoy the greatest benefit from…
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Contact Our Team

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