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Case Study: Fair Market Value Analysis of Cardiology Practice Enables Successful PSA/PLA Renegotiation and Margin Improvement

Learn how Withum helped a leading health system successfully implement updated professional service agreements, achieve a 35% margin improvement, and significantly improve alignment with organizational goals. Download a PDF of this case study Executive Summary Withum was engaged by the CFO of a leading health system in the northeast (the “System”) to provide insight and…

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Case Study: Strategic Tax Review Yields Major Refunds for Pre-Revenue Biotech

How targeted tax review and technical expertise delivered over $720,000 in refunds and credits for a pre-revenue life sciences company. Executive Summary The client engaged Withum to uncover and resolve significant tax compliance issues, including misapplied R&D capitalization and overlooked Foreign Derived Intangible Income (FDII) deductions. Through Withum’s deep technical expertise and proactive approach, the…

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Case Study: From Paper to Digital – How a Defense Contractor Modernized Document Management with SharePoint

Learn how Withum helped a defense contractor digitize paper records, leveraging SharePoint to improve audit readiness and document management. Executive Summary A Hawaiian-based defense contractor faced critical operational and compliance risks due to thousands of paper-based records stored across offices and off-site trailers. Withum’s Digital Solutions Team led a records digitization initiative leveraging Microsoft SharePoint,…

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Cybersecurity
Case Study: Seamless Expansion – Co-Managed IT and Security Solutions for a Leading Wound Care Company

Withum’s adaptable IT partnership facilitates efficient global site deployments and ensures adherence to regulatory standards. Executive Summary A leading wound care company needed a scalable IT and security solution to support rapid expansion across multiple countries. Withum’s Cybersecurity Services Team provided a co-managed environment, overseeing network design, deployment and ongoing management for more than 500…

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Case Study: Buy-Side Financial and Tax Due Diligence of a Landscape Construction Company

Download a PDF of this case study Executive Summary Withum’s Transaction Advisory team assisted a private equity firm in acquiring a landscape construction company and evaluating the target’s financial reporting processes. The team identified deficiencies in their financial reporting function, provided recommendations for improvement, evaluated the seller’s EBITDA, and identified adjustments that resulted in a…

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Case Study: National Beverage Leader Modernizes Document Management With SharePoint

Learn how a national beverage leader overcame legacy system challenges with a scalable, automated SharePoint solution. Download a PDF of this case study. Executive Summary Withum helped a major California-based beverage manufacturer replace its outdated system by implementing document management with SharePoint, migrating 10,000 documents to a fully customized solution. The new document management platform…

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Jon Scherr
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