Advisory

Good advice does not come from templates, software, or AI-generated outputs. It comes from judgment, context, and experience.

In today’s environment, information is abundant—but guidance is not. What clients need is someone who understands their situation, discusses the trade-offs, and stays involved as decisions are made and executed. Tools can support analysis, but they cannot replace conversation, accountability, or informed judgment.

You are not a data point, and your business is not a template. Our advisory work is built on long-term relationships and a deep understanding of your goals and circumstances, so advice is practical, relevant, and grounded in reality—not theory.

You deserve advice that is personal, thoughtful, and aligned with your objectives. That is the role we take seriously.

An IPO is not a transaction—it is a transformation. Preparing a company for the public markets requires far more than strong financial results. It demands coordination across accounting, tax, internal controls, governance, and operational processes, all aligned with regulatory expectations and investor scrutiny.

IPO readiness is inherently multidisciplinary and time-intensive. It takes time to assess gaps, redesign systems, document processes, and implement controls that can withstand public company standards. Many issues cannot be fixed quickly once the process begins—and missteps can delay timelines or undermine credibility with regulators and investors.

We work with management teams well before an offering to help them understand what public readiness truly requires. Our role is to identify weaknesses early, prioritize what matters most, and guide implementation across financial reporting, tax structure, internal controls, and ongoing compliance.

Going public is complex, and shortcuts rarely hold up. We help companies prepare deliberately and thoroughly—so when the window opens, they are ready.

Sarbanes-Oxley (SOX) compliance is not a documentation exercise—it is an operational discipline. For public companies and those preparing to go public, it requires controls that actually work in practice, not just on paper.

Effective SOX compliance takes time to design, test, and refine. Controls must be properly scoped, clearly documented, consistently executed, and supported by reliable data. Weaknesses often surface only after testing begins, and late fixes can be costly, disruptive, and highly visible.

We help companies design, implement, and maintain SOX-compliant internal control frameworks that are practical, scalable, and aligned with how the business actually operates. Our focus is not only on compliance, but on building controls that strengthen financial discipline and withstand auditor and regulatory scrutiny.

SOX is demanding by design. We help management teams meet those demands with structure, clarity, and confidence.

IPO readiness is inherently multidisciplinary and time-intensive. It takes time to assess gaps, redesign systems, document processes, and implement controls that can withstand public company standards. Many issues cannot be fixed quickly once the process begins—and missteps can delay timelines or undermine credibility with regulators and investors.

We work with management teams well before an offering to help them understand what public readiness truly requires. Our role is to identify weaknesses early, prioritize what matters most, and guide implementation across financial reporting, tax structure, internal controls, and ongoing compliance.

Going public is complex, and shortcuts rarely hold up. We help companies prepare deliberately and thoroughly—so when the window opens, they are ready.

Reporting under IFRS and U.S. GAAP requires more than technical knowledge—it requires judgment and consistency. Differences between the standards can materially affect financial results and investor perception, especially for cross-border or growing companies.

We help clients prepare, convert, and maintain IFRS and GAAP financial statements that are accurate, defensible, and audit-ready—so reporting supports decisions, not confusion.

Transactions move quickly—but the risks last long after closing. Financial and tax due diligence is critical not only to understanding what you are buying or selling, but to structuring the transaction correctly from the start.

We support buyers, sellers, and investors with integrated financial and tax due diligence, identifying deal risks, structural issues, and post-transaction exposure. Our analysis informs deal structuring decisions—affecting purchase price, entity choice, tax treatment, and post-closing integration.

Tax considerations are often decisive in transaction outcomes. We evaluate tax attributes, historical compliance, and structural alternatives early, helping clients assess trade-offs and avoid surprises after the deal is done.

Whether you are evaluating an acquisition, preparing for a sale, or raising capital, we provide practical insight that connects diligence findings directly to transaction structure and execution.

Tax advisory is about applying judgment to complex facts—not just interpreting rules. As tax laws evolve and cross-border activity increases, thoughtful planning and informed decision-making matter more than ever.

We advise businesses and individuals on a wide range of tax matters, including tax residency analysis and treaty-based planning. Residency determinations and treaty positions are often fact-intensive and principles-based, requiring careful analysis of intent, presence, and economic activity. Small differences in facts can lead to very different tax outcomes.

Our advisory work focuses on evaluating options, assessing risk, and helping clients make defensible decisions aligned with their objectives. Whether navigating multi-jurisdiction residency questions, applying tax treaty provisions, or addressing areas where the law leaves room for interpretation, we provide practical guidance grounded in experience.

The goal is not theoretical optimization, but clarity—so tax decisions are deliberate, supportable, and resilient as circumstances and policies change.

U.S. tax residency carries global consequences, and the most important planning often needs to happen before it begins. Once residency is established, flexibility narrows quickly and many planning opportunities are no longer available.

Pre-immigration planning focuses on decisions that must be addressed in advance—asset structure, investment positioning, trusts, foreign companies, and historical compliance. These factors shape long-term tax exposure and reporting obligations, and timing is critical.

We help individuals and families assess residency timing, restructure assets, manage built-in gains, and prepare for future U.S. reporting requirements. Thoughtful planning can significantly reduce long-term tax costs, avoid unexpected compliance burdens, and prevent penalties tied to foreign income and assets.

Pre-immigration planning is highly fact-specific and time-sensitive. Our role is to help clients enter the U.S. tax system deliberately, with clarity around risks, obligations, and long-term consequences—rather than reacting after the fact.