Business Advisory

There is an art to providing business advisory services. Advisors cannot offer cookie-cutter solutions, because every business is unique. Our team co-creates solutions to address your plans for your business.

How can
we help?

Profit
Enhancement

Outsourced
Controller/CFO

Transaction &
Restructuring

International
Advisory

R&D Credit
Studies

Succession
Planning

PCAOB/SEC
Compliance

Data
Analytics

Forensic
Accounting

Bank
Services

Business
Valuation

PROFIT ENHANCEMENT SERVICES

Our goal is to ensure you achieve immediate and sustainable results that enhance profitability consistently and predictably each year. As we work one-on-one with you, we address common business challenges, such as maximizing cash flow and accurately reporting financial results. Our approach puts processes in place that allow you to naturally and effectively handle the changes that occur in your business.

Retreat Facilitation

Team Building/Birkman Assessments

Strategic Planning
Organizational Strategy Planning

OUTSOURCED CONTROLLER/CFO

PKF Texas’ outsourced controllers and CFOs manage everything from bookkeeping to cash flow. We can customize our engagement so that it aligns with the needs of your business and gives you the support you need.

Client Accounting
Accounting Software
Cash Flow Management
Budget Management

Organizational Process Consulting
Board Level Collaboration
Enhancement of Business Value

TRANSACTION AND RESTRUCTURING SERVICES

Our Transaction Advisory Services professionals advise and work with private and public companies throughout the transaction lifecycle, whether they are on the buying side or selling side. We co-develop an experience that drives competitive advantage, increases stakeholder returns, and achieves long-term success.

Bankruptcy Consulting
Turnaround Business
Management
Legal Entity Rationalization/Optimization

Buy-side / Sell-side Due Diligence
Quality of Earnings
Business Valuation and Purchase Price Allocation

INTERNATIONAL ADVISORY

In a global economy, our clients are consistently doing business cross-border and we are there to help them make smart business decisions on a global scale.

Tax
Foreign tax credit
Permanent establishment analysis
Transfer Pricing
IFRS Conversion and Implementation

Learn More

R&D CREDIT STUDIES

The Research & Development (R&D) Tax Credit is one of the best tax planning opportunities available to businesses of all sizes. Companies within a wide range of industries qualify for significant federal and state tax savings, thus reducing their tax liability simply by performing their daily jobs. By paying less in federal and state income and payroll taxes, the R&D Tax Credit allows companies to increase their cash flow, which in turn gives them the ability to hire new employees, invest in new products and service offerings and grow their businesses.

Assessment of activities and expenses that qualify for R&D Tax Credits
Preparation of R&D Tax Credit Study and Report
R&D Tax Credit Audit Support – Federal and State

SUCCESSION PLANNING

Ensuring that your business operates well in your, or a key executive’s, absence takes careful planning. Through succession planning strategies, you can be confident that your business is covered in the event a critical player on your management team leaves.

PREPARATION OF PCAOB/SEC COMPLIANT FINANCIAL STATEMENTS

PKF Texas is a PCAOB-registered firm in good standing, with a strong track record of properly handling highly technical matters in financial accounting and reporting.

DATA ANALYTICS

The Association of Certified Fraud Examiners (ACFE) estimates that organizations lose 5% of revenue to fraud each year with an average loss of $1.5 million and a median loss of $125,000*. A proactive monitoring program can account for a 33%* reduction in the median loss and median duration of fraud at your Company. When you quantify the costs of fraud, the fees for a data program (the software costs, professional fees, and/or opportunity costs for in-house staff time) are very reasonable and affordable even for small- and medium-sized businesses.

Plus, a proactive data monitoring program will usually lead to additional operational insights that can help your organization achieve its goals.

* ACFE 2020 Report To the Nations

Forensic Accounting

While we love to work with clients to develop programs to protect them from fraud, if you are searching for a forensics or litigation professional, you are likely in a stressful situation. We stand ready to assist with your accounting investigation or litigation support needs.

BANK SERVICES

With increased regulations in the banking industry, lenders need to feel secure in their loan decisions. Our team provides the insights and makes recommendations to help you add an additional layer of trust with your clients.

Comprehensive Collateral Exam
Deal assessment
Loan assessment
Triage
Lender Training

Business Valuation through PKF Advisory

Stakeholder and constituent demands pressure business owners and managers to work harder to drive results and change. In addition to directing everyday operations, many face the extra burden of outsourcing projects to numerous independent firms simultaneously.

PKF Advisory’s nationwide, integrated team of highly credentialed and intensely knowledgeable professionals frees business leaders from distraction and disarray. So they can run their companies while relying on a single firm for help executing critical initiatives. With deep expertise across numerous industries and specialty areas, PKF Advisory fulfills the promise of local presence with global reach.

Visit PKF Advisory

Business Advisory

Profit
Enhancement

Outsourced
Controller/CFO

Transaction &
Restructuring

International
Advisory

R&D Credit
Studies

Succession
Planning

PCAOB/SEC
Compliance

Data
Analytics

Forensic
Accounting

Bank
Services

Business
Valuation

PROFIT ENHANCEMENT SERVICES

OUTSOURCED CONTROLLER/CFO

TRANSACTION AND RESTRUCTURING SERVICES

INTERNATIONAL ADVISORY

R&D CREDIT STUDIES

SUCCESSION PLANNING

PREPARATION OF PCAOB/SEC COMPLIANT FINANCIAL STATEMENTS

DATA ANALYTICS

Forensic Accounting

BANK SERVICES

Business Valuation through PKF Advisory

Appreciating Your Business®

5847 San Felipe St, Suite 2600, Houston, TX 77057

713-860-1400

713-355-3909

5847 San Felipe St, Suite 2600 Houston, TX 77057

713-860-1400

713-355-3909

MARKETS SERVED

Business Advisory

Profit Enhancement

Outsourced Controller/CFO

Transaction & Restructuring

International Advisory

R&D Credit Studies

Succession Planning

PCAOB/SEC Compliance

Data Analytics

Forensic Accounting

Bank Services

Business Valuation

PROFIT ENHANCEMENT SERVICES

OUTSOURCED CONTROLLER/CFO

TRANSACTION AND RESTRUCTURING SERVICES

INTERNATIONAL ADVISORY

R&D CREDIT STUDIES

SUCCESSION PLANNING

PREPARATION OF PCAOB/SEC COMPLIANT FINANCIAL STATEMENTS

DATA ANALYTICS

Forensic Accounting

BANK SERVICES

Business Valuation through PKF Advisory

MARKETS SERVED

Ready to talk with an Approachable Advisor®?

Profit
Enhancement

Outsourced
Controller/CFO

Transaction &
Restructuring

International
Advisory

R&D Credit
Studies

Succession
Planning

PCAOB/SEC
Compliance

Data
Analytics

Forensic
Accounting

Bank
Services

Business
Valuation

Ready to talk with an Approachable Advisor^®?