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
Consulting Practice Leader

Ryan Loveless

Director

Peter K. Barton

CFA
Director

Jacque Passino

Senior Manager

More Team Members

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Case Studies

Additional Resources

Article

Digital Due Diligence: The Value for Private…

Jan 18th, 2022

Emerging and changing technologies introduce new risks and opportunities in the mergers and acquisition space. Capitalizing on these opportunities will give private equity firms additional…
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Video

2021 Fourth Quarter Assurance & Tax Services…

Jan 13th, 2022

How will emerging accounting, regulatory, and market developments impact financial reporting for your organization? This webinar covers regulatory and tax updates as well as cybersecurity…
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Article

2021 Fourth Quarter Assurance and Tax…

Jan 10th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving and partnering with you…
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Contact Our Team

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