Business Advisory Services

In addition to a long-standing reputation as an accounting and tax advisor to our clients, WithumSmith+Brown (WS+B) has been a true partner and trusted objective resource to our entrepreneurs and those serving as chief financial officers. As a Firm, we realize that the most critical issues a company faces usually land on one of these two "desks." WS+B has the resources necessary to provide effective Business Advisory Services (BAS) to help these two stalwarts of a business. Whether it is dealing with the myriad of ownership issues, strategic direction, enhancing operating data or just helping to get financial statements completed, both owners and financial managers have come to rely on the capabilities of WS+B.

Our position as a trusted advisor extends beyond clients, reaching other CPAs. Fellow practitioners look to us for peer reviews and CPA firm-specific systems, as well as a supplemental consulting resource for their clients. Lenders have also looked to our expertise in field exams to assist them in finalizing financings.

QUALITY SERVICE AND EXTRAORDINARY INSIGHT;
WHAT OWNERS, CFOs AND CPAs HAVE COME TO EXPECT

Having extensive experience in accounting, finance and business, WS+B is uniquely positioned to offer informed yet objective advice to owners on matters ranging from strategic direction to succession or exit planning to ownership structure. Likewise, client CFOs seek our depth of capabilities to help them face a multitude of challenges, including required timely internal and external reporting, keeping abreast of financial markets and maintaining technical competence while playing a key role in establishing strategic direction.

Other CPAs seek our guidance on both internal and client matters, and we have become an integral part of the lenders' credit approval process. We provide our Business Advisory Services through the following offerings:

Examples of how WS+B has worked with BAS clients:

Reconfigured equity of a $10M internet advertiser to align with owners' "contributions"
Assisted $30M CRO with a successful successor planning assessment and execution
Orchestrated an effective separation of one 50% owner from the other for a $25M wire manufacturer
Established "dashboard reporting" for a $100M family office with diverse operations
Enhanced financial reporting and closing process for $1B public technology company
Prepared annual financial statements of a development-stage pharmaceutical company for inclusion in an anticipated IPO
Performed field exam on a middle-market company in the service industry for a major national bank. Findings showed significantly less collateral than reported and helped the bank make an informed business decision

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