Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login PUBLIC COMPANY (SEC) Ask a question INSIGHTFUL GUIDANCE AND TECHNICAL EXPERTISE The right team makes a difference in navigating the daily pressures of running a public company. Managing regulatory change, increasing shareholder value and competing in a global economy are just a few of the challenges you face. Our team knows your business and can help you get there. Boulay’s expertise comes from the past decade, working with 50+ public offerings ranging in size up to $350 million and a total of over $750 million successful offerings. SERVICES Boulay’s Transaction Advisory Team offers advisory services helping you evaluate the risks and rewards of the deal as you move forward. Our approach is customized for each deal offering a full menu of integrated service or an ala-carte approach based on your needs. Our Transaction Advisory services include: Assurance Business Consulting Debt Offerings Derivative Accounting Financial Projections and Cash Flow Analysis IFRS Consulting Impairment Analysis Incentive Plans 404 Compliance and Implementation Initial Public Offering (IPO) Intangible Analysis Interstate and Intrastate Offerings Private Placement Memorandums SEC quarterly and annual reports Stock-based Compensation Strategic Planning for Boards Tax XBRL Boulay is a Registered Firm with the Public Company Accounting Oversight Board (PCAOB) and has consistently received the highest level of unqualified opinions on the quality of our practice since the inception of the Peer Review Program in 1979. SECURITIES AND EXCHANGE COMMISSION Boulay has a long history of providing high-quality services to publicly traded companies. Our professionals will guide you through the complex and often confusing process of SEC compliance quickly and efficiently. We’re a Registered Firm with the Public Company Accounting Oversight Board (PCAOB) and have received the highest level of unqualified opinions on the quality of our practice since the inception of the Peer Review Program in 1979. After the advent of the Sarbanes-Oxley Act, we became a Registered Independent Firm with the Public Company Accounting Oversight Board (PCAOB). We just completed our third cycle of PCAOB examinations with the inspector team leaving no comments and issuing a clean report in our SEC audits. This embodies the technical quality of our practice. BROCHURES In-Depth Guide to Public Company Auditing: The Financial Statement Audit SEC Auditor Transition Guide Guide to Public Company Auditing PUBLIC COMPANY PARTNERS LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post GET CONNECTED To learn more about how we can help, contact us by phone at 952.893.9320 or email us. Contact Us SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK