SERVICES EXIT READINESS AND TRANSACTION PLANNING To help improve performance and increase value to shareholders, we assist companies in preparing to execute a transaction with optimum results, whether for a short- or long-term exit. Meet Our Professionals Jonathan Moore Partner-in-Charge of Advisory Services Robert F. Murphy Senior Managing Director Our specialists will: Conduct a comprehensive business assessment of financial performance, operations, growth plans, key business metrics, financial reporting and applicable human resources, legal and tax matters. Review and identify KPIs. Assess the company’s value. Assist with development of a growth plan, as needed. Develop recommended actions to increase value and certainty to close. Review transaction timing strategy to avoid value reductions or deal failure. BACK TO SERVICES ACCOUNTING AND ASSURANCE Accounting Outsourcing Agreed-Upon Procedures Audits Reviews and Compilations Elite Accounting Services Employee Benefit Plans Employee Stock Ownership Plans Endowment Fund Accounting International Financial Reporting Standards IFRS IT Audit and Cybersecurity Reviews Peer Review Public Company Accounting Oversight Board PCAOB Public Sector Audits and Compliance ADMINISTRATION SERVICES Fund Administration Services Outsourced CFO Services Outsourced Portfolio Company Accounting Services ADVISORY SERVICES Bankruptcy and Restructuring Cybersecurity & Privacy Advisory Services Cybersecurity Maturity Model Certification Advisory Services Dark Web Monitoring Services Digital Forensic Services Virtual Chief Information Security Officer Services (vCISO) Family Advisory Services Forensic, Litigation and Valuation Services Matrimonial Services Management Consulting Services ESG, Sustainability and Impact Optimization PPP Loan Forgiveness Services Risk Advisory Services System Organization Controls (SOC) Reporting Specialty Industry Advisory Services Transaction and Financial Advisory Services Wealth Services FAMILY OFFICE Accounting and Reporting Advisory Charitable Giving Family Advisory Services Investment Monitoring and Oversight Lifestyle Support Personal Financial Management Tax Planning Wealth Planning INTERNATIONAL SERVICES China Desk General Data Protection Regulation (GDPR) German Desk Transfer Pricing Services INVESTMENT BANKING Acquisition Advisory Exit Readiness and Transaction Planning Sell-Side Advisory TAX COMPLIANCE AND PLANNING Employee Benefit Planning and Tax Compliance Employee Stock Ownership Plans International Tax Services IRS Representation and Tax Controversies Personal Financial Planning Private Foundation Services State and Local Tax SALT Tax Compliance and Reporting Tax Research and Strategic Planning Tax-Exempt Organizations Trust and Estate Planning TALENTCONNECT SERVICES For a complimentary value assessment and confidential exploration of how we can help you make the next move for your business: LET'S CONNECT Let PKF O’Connor Davies be the go-to source for your accounting, auditing, tax and cyber needs. We keep our clients in the know with our complimentary Thought Leadership publications and professional education events. We are responsive and focused on quality client service while delivering tailored solutions and useful feedback. You have a responsibility to ensure the financial success of your business. PKF O’Connor Davies is prepared to provide the necessary support. REQUEST FOR PROPOSAL REQUEST FOR PROPOSALSUBSCRIBE TO OUR NEWSLETTERS The Company Our Story Community Involvement People Client Portals Contact Us Locations Services Accounting and Assurance Administration Services Advisory Services Family Office International Services Investment Banking Tax Compliance and Planning TalentConnect Services Industries Affordable Housing Architecture and Engineering Banking Business Solutions Cannabis Cemeteries Construction Consumer Products and Retail Education Employee Benefit Plans Family Office Financial Services Health Care Hedge Funds Hospitality Insurance Life Sciences Manufacturing and Distribution Medical and Dental Practices Not-for-Profit Organizations Private Clubs Private Equity Private Foundations Professional Services Professional Trade, Membership Associations and Societies Public Sector Real Estate Shipping and Logistics Sports and Entertainment Technology Transportation Insights News and Press Releases Articles Webinar Replays Blog Events Media Value Series Client Testimonials Employee Views Highlights and Compilations Podcasts Careers What We Offer Full-Time Opportunities Internships and Programs Employee Testimonials © 2021 PKF O'Connor Davies, LLP All Rights Reserved. Privacy Policy | Cookie Declaration