Accounting in a Box® is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth families and nonprofits. Services rendered by its members cover a wide rang...Accounting in a Box® is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth families and nonprofits. Services rendered by its members cover a wide range of accounting and advisory services including Tax, R&D Tax Credits, Audit, Bookkeeping, Part-time Controller/ CFO, Business Valuation and more.
As a network of boutique firms with varying specialties, Accounting in a Box offers a hub for an array of accounting and advisory services that are traditionally only available together at national or multi-national firms, while keeping the agility, and personalized services that are often seen at smaller firms.
We know firsthand the challenges that small and midsize businesses face daily, and have served as their trusted partners for a number of years. We are known for client-focused and reasonable fees.
P/S: Accounting in a Box® is a trademark protected in the US, UK, and Australia. In order to use the mark, a firm must be a current member. Member firms are required to maintain certain standards. Only those listed on our website www.accountinginabox.com are current members. Member firms are independent from each other.
Agenda Health is a leader in healthcare transaction advisory services with a proven track record of over 15 years of successful transactions, specializing in home healthcare, hospice, behavioral healt...Agenda Health is a leader in healthcare transaction advisory services with a proven track record of over 15 years of successful transactions, specializing in home healthcare, hospice, behavioral health, and health and wellness. Combining our industry know-how and a people-first approach, we are experienced healthcare advisors who connect high-intent sellers with qualified buyers.
Agenda Health started with one mission – to deliver consistent results with a faith-based, Christ-centered focus. Our team of knowledgeable brokers has over 30 years of combined healthcare services experiences spanning home healthcare, hospice, home care and behavioral health. When you work with a member of our team, you can count on us to use our expertise with integrity to help you accomplish your goals.
Every business has potential. Our vision is to help you find it, identify it, grow it and turn it into profit!
Asset Stream Advisers have uniquely positioned our services to come alongside business...Every business has potential. Our vision is to help you find it, identify it, grow it and turn it into profit!
Asset Stream Advisers have uniquely positioned our services to come alongside business professionals like you who are experts in your fields. We are headquartered in Anchorage, a strategic business hub, where Alaska's leaders come together to connect with each other and leaders from the Lower 48, successfully consummating financial transactions in a variety of market spaces.
Here are some of the things we have been doing for more than 20 years:
â–ºC-level services (CEO, CFO, COO) for special projects or long-term support
â–ºBuy-side and Sell-side representation
â–ºDeal structuring and contract negotiation
â–ºOrganizational structure and culture development
â–ºBusiness and operational transformation
â–ºBusiness valuations
â–ºFinancial operations support
â–ºMerger and acquisition support
â–ºJoint venture consulting
Founder and President, Robert Max Doughty, has founded two firms that provide M&A, valuation, and other strategic consulting services. He is a 38-year resident of Alaska, home to huge capital and mineral resources, including some of the wealthiest venture capital and equity groups with international operations. Mr. Doughty served as a finance manager/CFO of two of Alaska's largest privately held companies and then served in the private sector as CEO of an ANCSA village corporation, working with clients in 50 Alaskan rural villages while serving dozens of industries.
★★★ Investment Banking Services involving securities offered through Burch & Company, Inc., a broker-dealer, Member FINRA/SIPC and located at 4151 N. Mulberry Drive, Suite 235, Kansas City, MO. 64116. Any third party posts linked to this profile should not be considered to represent my views, the views of Asset Stream Advisers or Burch & Company, Inc. Asset Stream Advisers and Burch & Co. are unaffiliated entities. Any information presented does not guarantee future performance or success.
Attivo Partners is a full-service Finance and Accounting firm. Our fractional CFO and accounting services help founders navigate the complexities of company building through all stages of the journey ...Attivo Partners is a full-service Finance and Accounting firm. Our fractional CFO and accounting services help founders navigate the complexities of company building through all stages of the journey - raising capital, building business models, and achieving successful exits. Attivo's partnership is built to scale, providing customized solutions and thought leadership with services that drive growth and evolve alongside our client's business.
BDO Israel is a dynamic and business oriented accounting and consulting firm, ranking amongst the five leading industry firms in Israel and part of the international network BDO.
The firm was esta...BDO Israel is a dynamic and business oriented accounting and consulting firm, ranking amongst the five leading industry firms in Israel and part of the international network BDO.
The firm was established in 1983 and currently employs approximately 1600 employees including affiliates, spreading over 10 branches in Israel, operating Israeli desks in the US, China, India, Vietnam, Eurasia, United Arab Emirates, and Bahrain.
BDO Israel provides Audit and Accounting services, Tax services and Business Consulting services according to our client's needs and business sector in which they operate. The firm provides services to the private, public and governmental sectors, and serves domestic and international publicly traded firms and trust funds.
The composition of the firm's human capital, its structure, resources at its disposal, and professionals it employs in every sector, enable the firm to undertake every task, while providing the fastest service of the highest standard.
Blue Ocean Finance è una boutique finanziaria dal DNA imprenditoriale.
Con un team dalle competenze trasversali, Blue Ocean Finance accompagna Imprenditori e Imprese nel raggiungimento di nuovi liv...Blue Ocean Finance è una boutique finanziaria dal DNA imprenditoriale.
Con un team dalle competenze trasversali, Blue Ocean Finance accompagna Imprenditori e Imprese nel raggiungimento di nuovi livelli di crescita aziendale e patrimoniale.
La nostra Mission è creare un punto di contatto tra imprese ad alto potenziale e il mondo degli investitori e della finanza, supportati da un team ad alta densità di talento. L'approccio imprenditoriale permea ogni aspetto del nostro operato.
Reliable service is the foundation of any CPA firm. At Boyum Barenscheer it means being available when our clients need us, returning phone calls promptly and consistently doing whatever it takes to h...Reliable service is the foundation of any CPA firm. At Boyum Barenscheer it means being available when our clients need us, returning phone calls promptly and consistently doing whatever it takes to help our clients meet their objectives.
You can put your trust in our talented people and 50 years of success in supporting businesses and individuals. Our right size, stable history and culture attracts and keeps good people. This allows us to provide you with the full resources of a big accounting firm without compromising personal service and value.
We are proud to be a longstanding "Top 15"​ regional full-service CPA firm serving Privately-Held Companies, Non-Profit Organizations, and Individuals. To allow us to focus on our core competency of Accounting, we have developed a rich network of strategic partners in other service areas.
Calcbench is a financial data platform designed for outperformance.
With Calcbench, financial analysts can instantly and systematically access all the data (numbers and text) in 10-Ks, 10-Qs, earni...Calcbench is a financial data platform designed for outperformance.
With Calcbench, financial analysts can instantly and systematically access all the data (numbers and text) in 10-Ks, 10-Qs, earnings releases and more, including the details hidden within the footnotes.
Developed by former analysts and supported by a team of financial experts Calcbench was built for data analysts looking to go deeper.
Join Fortune 500 companies, major money managers, research firms, and universities who have become more productive and accurate in their financial analysis using Calcbench. Visit calcbench.com for more information.
Our merchant banking approach offers corporate clients and investors multiple opportunities to do business with Citicourt. We have access to capital while advising small and medium sized firms from t...Our merchant banking approach offers corporate clients and investors multiple opportunities to do business with Citicourt. We have access to capital while advising small and medium sized firms from their early stage funding requirements, through to larger fundraising, organic or M&A growth and then exit by going public or selling to a financial, trade or strategic buyer.
We are relationship driven and transaction focused, and have extensive global and cross border deal making experience with UK, US, European and Asian based businesses.
Citicourt & Co specialises in structuring and executing complex corporate finance advisory services for private companies. We have far-reaching experience of mergers and acquisitions, private equity transactions, company disposals, buy and sell-side M&A and fund raisings issuing both debt and equity. We have extensive experience with providing corporate finance advise and services to help companies deliver their strategic corporate objectives.
We are a dedicated team of professionals. Our personalised approach enables us to give our clients the clear, impartial and independent advice they require. Long-term relationships are central to our way of doing business and we invest our time and expertise to establish these for the benefit of our clients. The corporate finance team is responsible for originating, preparing, marketing, pricing and distributing advisory, M&A and fundraising transactions for companies around the world.
Citicourt & Co has broad experience across multiple industry sectors and markets, with a particular focus on technology, computer software and hardware, fintech and cyber security, mobile technology, telecare and telehealth, agriculture, consumer goods, leisure and gaming, support services, media, transportation, industrial, property, property management, artificial intelligence, renewable and energy markets, cleantech and carbon mitigation, paper and packaging, pharmaceuticals and recruitment.
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. We're here to help you make smarter decisions with insightful technology, industry expertise and data in...Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. We're here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we're there. And through it all, we deliver confidence with the right solutions in moments that matter.
Drummond Advisors provides global consulting services to companies focusing on accounting, tax, legal and business development. Founded in Boston, the consulting firm expanded its presence to the citi...Drummond Advisors provides global consulting services to companies focusing on accounting, tax, legal and business development. Founded in Boston, the consulting firm expanded its presence to the cities of Miami, Orlando, São Paulo and Belo Horizonte as a result of the growth of its customer base with the goal of providing personalized service. The company reunites a multidisciplinary team of professionals with certification, training and experience in Brazilian and North American territory.
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterpri...Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.
With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.
Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry's most rewarding opportunity for entrepreneurial independent advisors of integrity.
Visit our website for more information: www.dynastyfinancialpartners.com
Follow us on Twitter: @DynastyFP
Subscribe on Youtube: http://bit.ly/1MKXhC8
Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions ...Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions to owners, executives, and boards of directors of domestic and international companies. The firm's clients include leading companies in the Energy & Sustainability, Healthcare, Industrial & Infrastructure, and Technology markets. For further information, please visit: www.englandco.com
England serves its clients from its offices in Houston, New York, San Diego, Washington, DC, and Singapore.
Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.
EventVestor, a product of IntelliBusiness Inc, is the leading quant data platform providing quantified, contextual, and comprehensive event-driven first order alternative data for quantitative and qua...EventVestor, a product of IntelliBusiness Inc, is the leading quant data platform providing quantified, contextual, and comprehensive event-driven first order alternative data for quantitative and quantamental investment and trading strategies. Leveraging a unique combination of machine intelligence, natural language processing, and human intelligence, EventVestor provides hundreds of point-in-time event-driven factors and insights for the discretionary managers, traders, quants.
EventVestor's mission is to identify, organize, and quantify all corporate, industry, market, and geopolitical events for effective quant-driven business, investment, and trading strategies.
Evolution Capital is a boutique mid-market M&A and strategic advice firm exclusively serving the technology, media and telecommunications sectors.
We are experts at unlocking hidden value. Our uni...Evolution Capital is a boutique mid-market M&A and strategic advice firm exclusively serving the technology, media and telecommunications sectors.
We are experts at unlocking hidden value. Our unique valuation methodologies, robust preparation, bespoke business sales processes and value-enhancing acquisitions are what set us apart. We use unparalleled market intelligence, decades of industry experience and transaction know-how to deliver outstanding results.
Our advice is focused on helping entrepreneurs, business leaders and shareholders evolve their businesses by developing a combination of qualities that allow those organisations to thrive in rapidly changing environments.
Situated at the intersection of technology-enabled solutions and financial services, Evolve Capital Partners (Evolve) exclusively provides investment banking M&A expertise towards businesses thriving ...Situated at the intersection of technology-enabled solutions and financial services, Evolve Capital Partners (Evolve) exclusively provides investment banking M&A expertise towards businesses thriving in this dynamic space. With focused coverage on the Insurance and Capital Markets verticals, we've cultivated a unique standing within the industry.
As a boutique investment bank, our distinct offerings extend exclusively to advising on mergers and acquisitions, divestitures, capital raises, and financial restructurings. We are a dedicated team of investment banking professionals, highly adept at providing tailored, mission-critical advisory. We foster a creative environment that consistently generates optimal outcomes for our clients. These clients, predominantly leading entrepreneurial firms, rely on Evolve for strategic advisory and unparalleled industry insights.
Further enhancing our strategic advisory portfolio, we supplement the industry ecosystem with exclusive research, enriched by our extensive experience and keen market understanding. This thought leadership is reflected in our comprehensive and insightful publications.
Since establishing Evolve Capital Partners in 2012, we have become a key player in the sector, proudly based in New York, NY. Our expertise, passion, and commitment to success continue to drive our growth and the value we deliver to our clients.
Leverage FirmKey's trusted network of independent accounting professionals, fractional finance executives, & outsourced managed service providers.
Our mission is to increase the efficiency and eff...Leverage FirmKey's trusted network of independent accounting professionals, fractional finance executives, & outsourced managed service providers.
Our mission is to increase the efficiency and efficacy of accounting and finance functions. We simplify how organizations secure reliable accounting and finance partners, and how those accounting and finance partners expand their businesses.
As an agile, relationship-driven business, we cut through red tape and foster long-term, meaningful relationships aimed at offering solutions designed to benefit both our clients and our partners.
No retainers, no finder fees, no markups - just solutions.
Frazier & Deeter is an award-winning accounting & advisory firm. FD and our family of brands* serve clients worldwide, from the Fortune Global 500 companies to growing small businesses. Our brand prom...Frazier & Deeter is an award-winning accounting & advisory firm. FD and our family of brands* serve clients worldwide, from the Fortune Global 500 companies to growing small businesses. Our brand promise is Investing in Relationships to Make a Difference®, and clients tell us we consistently exceed expectations by supporting their evolving needs as their businesses grow. We achieve exceptional client satisfaction scores by looking beyond accounting for today to advising for the future.
FD offers a full range of tax, audit, accounting and advisory services through our offices in Atlanta, Charlotte, Las Vegas, Nashville, Alpharetta and Tampa, in addition to London, Cambridge and India. Our firm has received many honors based on the quality of our work and our dedication to client responsiveness. We have been recognized repeatedly as a Top 50 firm, a Best of the Best Accounting firm, a Best Firm to Work For® and a Best Firm for Women in Leadership. Additionally, FD is an award-winning Deliberately Developmental Organization, focusing our efforts on creating a culture in which we grow our people every day.
Our firm is registered with the Public Company Accounting Oversight Board, the Canadian Public Accountability Board and the American Institute of Certified Public Accountants. FD is also a member of CPAmerica.
*The FD family of brands includes: Frazier & Deeter, LLC; Frazier & Deeter UK, LLP; Frazier & Deeter India Private Limited; FD Real Asset Advisors; FD Family Office; SignatureFD.
Better finance and accounting can give any business powerful tools for management and growth. At Fuse, you'll find CFOs, controllers and accountants who know how to produce the financial insights and ...Better finance and accounting can give any business powerful tools for management and growth. At Fuse, you'll find CFOs, controllers and accountants who know how to produce the financial insights and understanding you need to grow your business.
Based in the Charlotte, North Carolina, our team improves financial reporting, budgeting, cash flow, management analysis, and more.
Our dedicated group of finance and accounting experts create value, minimize risk, help you respond to market changes, capitalize on growth opportunities, and achieve tangible results.
As trusted advisors to CEOs and management teams around the country, we use our proprietary FUSION MODEL to uncover -- and take advantage of -- hidden opportunities. Make FUSE a part of your team today.
Learn more today, visit www.fusefinancialpartners.com.
HCS Capital Partners LLC (HCS) is an investment firm based in Miami, FL, that takes minority and majority positions in companies - in the US, Latin America, Israel - within Fintech, Insurtech and Cybe...HCS Capital Partners LLC (HCS) is an investment firm based in Miami, FL, that takes minority and majority positions in companies - in the US, Latin America, Israel - within Fintech, Insurtech and Cyber risk management sectors. As part of this strategy, HCS has invested in companies in Pet Insurance, IoT, Telematics, Crowdfunding, Regtech industries and Cybersecurity.
IAG M&A Advisors is a business intermediary consulting firm, facilitating the buying and selling of businesses. IAG has helped the owners of privately-held companies "cash in"​ on all their hard wor...IAG M&A Advisors is a business intermediary consulting firm, facilitating the buying and selling of businesses. IAG has helped the owners of privately-held companies "cash in"​ on all their hard work and get the best payoff possible. Services include consulting services, securing accredited third party business valuations and pro forma portrayals of future business performance, seller-buyer matching, providing funding resources for buy/sell transactions, and tax planning and deal structure analysis.
The company's goal is to empower business owners to utilize IAG proprietary Merger & Acquisition process of Valuing and selling their businesses. IAG will locate buyers, engage them in a competitive process, and help our clients negotiate successful transactions. IAG knows what's important to you so we do this while protecting the confidentiality of your business and minimizing litigation and other risks.
Imperial Capital, founded in 1997, is a full-service investment bank with offices in Los Angeles, New York, London, Milan, Stamford, Palm Beach, Houston, Boston, and Tel Aviv. The firm currently empl...Imperial Capital, founded in 1997, is a full-service investment bank with offices in Los Angeles, New York, London, Milan, Stamford, Palm Beach, Houston, Boston, and Tel Aviv. The firm currently employs over 150 professionals and offers a wide range of proprietary products and services to institutional investors, middle market companies, and private equity firms. Imperial Capital provides institutional clients with analysis of bank loans, debt securities, the hybrid/bank capital marketplace, post-reorganization equities, special situations claims and listed and unlisted equities. The firm provides middle market companies and financial sponsors with capital markets, merger and acquisitions, capital structure, restructuring and recapitalization advisory services. More information about Imperial Capital can be found at www.imperialcapital.com.
Accounting in a Box
Agenda Health
ALM First
Asset Stream Advisers
Attivo Partners
BDO Israel
Blue Ocean Finance
Boyum Barenscheer
Calcbench
Citicourt & Co
Diamond Consultants - Financial Advisor Recruiters and Consultants
Donnelley Financial Solutions (DFIN)
Drummond Advisors
Dynasty Financial Partners
England & Company
EventVestor
Evolution Capital
Evolve Capital Partners
FedFis
FirmKey Solutions
Frazier & Deeter
Fuse Financial Partners (dba FuseCFO)
HCS Capital
IAG M&A Advisors
IMPERIAL CAPITAL, LLC