Mergers & Acquisitions

Mergers & Acquisitions

There are many components and considerations involved with the purchasing, selling, and/or joining of companies. Our firm can facilitate strategic merger and acquisition processes for businesses of varying types and sizes.  We will assist and guide you every step of the way with regards to risk management, deal structure, negotiations, due diligence, and developing exit strategies. 

Due Diligence

Due Diligence

The purchase or sale of a company is a huge undertaking that must be methodical in approach.  Thorough research and analysis of business valuation, financial performance, growth projections, asset valuation, intellectual property, contractual agreements, potential threats, and overall business standing and reputation are key.  Let our team give you peace of mind by helping you develop and complete an individualized due diligence checklist tailored to your specific needs. 

CFO Services

CFO Services

The benefits of hiring professional financial guidance for a growing business are invaluable.  We offer part time CFO services, working closely with business owners to more effectively manage their accounting and finance departments.  In addition to the basic day to day duties, we focus on detailed planning and proactive strategies for business longevity and success.  As experts in financial management, our certified accountants can help you unlock your company’s potential. 

Agreed Upon Procedures


In times when you require a focused review on a specified area versus a full financial audit or review, performing agreed upon procedures may be ideal for your organization.  Agreed upon procedures provide independent verification of information to users within the organization or third parties (i.e. banks, investors). 

Notarial Acts / Mobile Notary


There are many types of documents that require notarization by a commissioned notary public including power of attorney, deed of trust, bill of sale, sworn statements, plea forms, contracts, compliance agreements, beneficiary documents, and more.  We provide convenient, professional, and timely mobile notary services to clients in the San Fernando Valley, downtown Los Angeles, and surrounding areas.  

Training and Education


We offer CPE (continuing professional education) for accountants and MCLE (minimum continuing legal education) for attorneys. We can also provide general training on QuickBooks and Excel.

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