A global private equity group recently retained us to conduct financial due diligence for two prospective investment opportunities. Interestingly, one of the engagements was to review the work of two other financial advisory firms. Here’s what we discovered.

2023 ended much like it started – high interest rates, continuing inflation, wars, massive federal deficit, and increasing vacancy rates in metro office centers, among other challenges. What’s in store for 2024? We predict continued volatility.

A trusted employee’s embezzlement scheme was uncovered when she went on vacation. Here are 5 tips for business owners, lenders and shareholders to minimize the risk of this happening to you.

A family office rolling up strategic precision machining businesses had signed LOIs to acquire two additional companies and had negotiated a complex purchase financing structure. Things got sour when we uncovered substantially overstated sales at one of the targets. Here’s how the lemons turned into lemonade.

As reported by the WSJ (Nov. 3, 2022), the SEC has warned of increased fraud risk resulting from recession fears. Fraud is more widespread than many people may think. Here are some examples of how we helped uncover malicious fraudulent activities.

Inflation, Interest Rates, Fraud, Investing & More – Our business was back on pace in 2022. Here are some of the highlights.