The big moments, handled right.
Starting a business, buying one, selling one, or raising money — the transactions you do once or twice in a lifetime are the ones we handle every month. CPA support for entity formation, due diligence, and exits in New York.
From formation
to exit.
These projects are quoted flat and upfront, separate from monthly plans — so you know the cost before the work starts.
Entity formation & elections
LLC vs. S-corp vs. C-corp analysis with your actual numbers, NYS formation and publication requirements, EIN, S-elections, and payroll setup.
Buying a business
Financial due diligence on the target: quality of earnings, revenue verification, hidden liabilities, and a sanity check on the price.
Selling your business
Exit-ready financials, trailing-twelve-month statements buyers trust, asset-vs-stock sale tax modeling, and support through diligence.
Raising money
Lender-ready financial packages, projections, and the diligence binder — for SBA loans, bank lines, or investor rounds.
Partnership changes
Partner buy-ins and buyouts, equity grants, operating agreement economics, and the K-1 mechanics that follow.
Audit & assurance support
Audit-ready books, reviewed and compiled financial statements, and support through lender or board-required reviews.
Scoped, quoted, shipped.
Transactions are deadline-driven. We scope fast, quote flat, and work the timeline backwards from your closing date.
Scope call
What’s the deal, what’s the deadline, what could kill it.
Flat quote
Fixed fee in writing within 48 hours. No hourly creep.
The work
Diligence, modeling, statements — with weekly status updates.
Close & after
We’re there at signing, and for the tax filings the deal creates.
Deal on the table?
Timelines matter. Book a call this week and we’ll tell you what needs to happen, in what order, by when.
Book a free discovery call