Services
Services
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Grow
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Manage
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Transform
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Transition
Accounting & Finance Optimization
We develop solid accounting and finance processes (and provide triage accounting support) for the Office of the CFO. Make smart business moves and build your team’s value.
Buy-Side Advisory
Acquisitions are often a major investment by a company, and it’s essential the deal is structured to deliver an optimal result for your business.
Our professionals are available before, during, and after a deal to provide the financials and analyses necessary to ensure you have the clearest picture of your new portfolio asset.
Capital Raising
Having access to leading advisory consultants with decades of experience in the market can drive significant value for growing companies seeking new sources of capital.
Whether you’re refinancing a capital structure or raising debt capital for a new acquisition, we present a range of capital market options, make recommendations to fit your objectives, and execute a proven capital raising process. We work with equity capital, senior debt, mezzanine debt, and other debt capital.
Transform your finances with enhanced technologies, refined processes, and skilled resources that meet your organization’s evolving needs with timely updates and insights.
Financial & Income Tax Planning
Your wealth has been built through years of hard work and careful planning, and our professionals understand the importance of preserving your net worth.
We start by setting up periodic tax planning meetings with you to address your current income tax situation and identify opportunities for tax breaks. Our professionals provide strategies for your retirement planning, budget and education planning, credit counseling, debt management, and portfolio asset allocation.
Reduce your tax burden and minimize associated risks for your global operations with our global network of tax resources in major business centers around the world.
With the right team on your side, your company can tackle the regulatory and financial hurdles to prepare, complete, and succeed beyond the initial public offering.
Performance Management Consulting
We set desired goals and behaviors for employees, creating a culture of continuous improvement where they can self-monitor and report on their progress.
Identify and maximize the dollar-for-dollar R&D tax credit for your organization’s eligible activities and get support from our specialists to withstand IRS scrutiny.
When your resources are at capacity, we enable organizations to deliver on their commitments, providing a flexible, practical approach while serving our clients.
Strategy Development
A purpose-driven strategy development process begins with an organizational vision and empowers leaders to guide their organization with sound business strategy.
Transaction Planning & Tax Structuring
A successful deal starts with a well-planned transaction and bringing in a transaction professional early on results in tangible benefits for buy- and sell-side.
In addition to providing tax structuring services for deals, our professionals also address asset vs. stock acquisition and sale considerations, purchase price allocation adjustments, Topic 740 deferred tax analysis, 338 (H)(10) analysis, effective income tax planning, and personal goodwill analysis.
Give yourself peace of mind by understanding the risks and true value of your business, property, and intangible assets with our valuation and advisory professionals.
Accounting & Finance Optimization
We develop solid accounting and finance processes (and provide triage accounting support) for the Office of the CFO. Make smart business moves and build your team’s value.
Transform your finances with enhanced technologies, refined processes, and skilled resources that meet your organization’s evolving needs with timely updates and insights.
Increase cash flow and reduce tax liability for your real estate assets by maximizing your depreciation expenses with our cost segregation specialists.
As cybercrimes increase across the globe, a cyber assessment can help determine if your organization is operating at a much higher risk tolerance level than you realize.
Our cyber specialists can help you navigate the ever-changing regulations and threats you face with comprehensive cybersecurity solutions designed to identify and mitigate your cyber risks. Our cyber assessments provide customized, actionable recommendations via a cybersecurity roadmap.
Address your organization’s compliance requirements for employee benefit plans with auditors that deliver quality attest services and valuable guidance to plan sponsors.
Build an ESG strategy addressing your organization’s goals and key metrics, E.U. and U.S. regulations, and stakeholders’ expectations with guidance from our professionals.
Financial & Income Tax Planning
Your wealth has been built through years of hard work and careful planning, and our professionals understand the importance of preserving your net worth.
We start by setting up periodic tax planning meetings with you to address your current income tax situation and identify opportunities for tax breaks. Our professionals provide strategies for your retirement planning, budget and education planning, credit counseling, debt management, and portfolio asset allocation.
When you suspect fraud, theft, or other misconduct that puts your organization at risk, our auditors support your investigation with forensic analysis and assessments.
As organizations and information disclosures evolve rapidly, stay ahead of industry changes with specialized professionals who have the technical skill sets and tools designed to achieve compliance.
International Tax
Whether you are a U.S. business investing abroad or a foreign investment coming into the U.S., we provide tax consulting and compliance services.
Our professionals provide you with an enhanced understanding of the U.S. and foreign impact of various business decisions, which often impacts the profitability of overseas operations as measured by the global effective tax rate.
Whether you’re an individual, family, or closely-held business, our integrated team of professionals develops strategies with you that manage and preserve your assets.
Identify and maximize the dollar-for-dollar R&D tax credit for your organization’s eligible activities and get support from our specialists to withstand IRS scrutiny.
When your resources are at capacity, we enable organizations to deliver on their commitments, providing a flexible, practical approach while serving our clients.
In today's digital landscape, ensuring the security and reliability of your systems is critical. A SOC (System and Organization Controls) report is a comprehensive examination that assures your clients and stakeholders that your systems are secure, your data is protected, and your processes are reliable.
The SOC report process involves the examination of your internal controls, where factors like data integrity, security protocols, and operational efficiency are assessed. We can help you by identifying control gaps and vulnerabilities, recommending enhancements, and providing assurance that your organization meets SOC standards.
Navigate the nuances of state and local taxes with our advisors, who have the knowledge to identify areas of exposure and improve your state and local tax standing.
Confidently manage your organization’s technology compliance, mitigate business risks, and safeguard your reputation and assets with our customized solutions.
Transfer Pricing
Transfer pricing is a crucial consideration for global companies subject to complex regulations over the pricing of controlled transactions within a multinational entity.
Establishing a sound transfer pricing strategy for your company is paramount to avoiding consequences, and it’s been named the single most important international tax issue.
Accounting & Finance Optimization
We develop solid accounting and finance processes (and provide triage accounting support) for the Office of the CFO. Make smart business moves and build your team’s value.
We help organizations navigate new challenges, blending engaged people, seamless process optimization, and cutting-edge technology
Transform your finances with enhanced technologies, refined processes, and skilled resources that meet your organization’s evolving needs with timely updates and insights.
Reduce your tax burden and minimize associated risks for your global operations with our global network of tax resources in major business centers around the world.
Organizational Change
We develop strategies, operational methods, and technologies to improve performance and encourage cultural transformation.
Performance Management Consulting
We set desired goals and behaviors for employees, creating a culture of continuous improvement where they can self-monitor and report on their progress.
When your resources are at capacity, we enable organizations to deliver on their commitments, providing a flexible, practical approach while serving our clients.
By leveraging technology, UHY takes an agnostic and customized approach to software recommendations to build and transform your financial organization.
We start with understanding your "current state" process and determining what platforms and tools should be deployed to enhance your accounting back office. In the ever-changing business environment, we introduce macros/scripts, software robots, and AI to perform your financial activities more efficiently.
We help organizations implement new technologies that improve processes, automate workflows, and increase productivity while helping to shape their culture.
Technology Sourcing
We help you invest in and integrate the latest technologies. Your financial workflows will improve, and your systems will stay ahead of industry standards and regulatory changes.
Change Management Consulting
We facilitate active sponsorship, vision, communication, and “What’s in it for me?”. We are passionate about engaging people to plan, manage, and sustain change.
Transform your finances with enhanced technologies, refined processes, and skilled resources that meet your organization’s evolving needs with timely updates and insights.
ESOP
An ESOP (employee stock ownership plan) is a tax-advantaged transaction that can simultaneously accomplish several financial and tax objectives.
Business owners can individually tap into cash or a more liquid investment position without giving up ultimate control of their business. These plans also reduce a business’s federal income tax liability at any level of profitability while offering a valuable employee benefit to workers, increasing employee morale.
We evaluate existing processes and systems to achieve greater efficiency. The goal is to engage stakeholders, streamline workflows, reduce costs, and enhance productivity.
Sell-Side Advisory
Selling your company is the culmination of years of hard work, and having the right professionals on your transaction team can help maximize your return on investment.
At all phases of the deal, we can provide insight, support, and analysis regarding everything from the quality of earnings letter to providing due diligence support designed to secure the best deal during negotiation. Our experience working with companies selling their businesses allows us to anticipate your needs before, during, and after the sale.
Succession & Transfer Planning
By starting your succession and transfer planning early, you can take advantage of current tax and accounting laws to maximize the legacy you leave behind.
We can support you with strategic planning and design, valuation, due diligence, and business sale or ownership transfer services.
Transaction Planning & Tax Structuring
A successful deal starts with a well-planned transaction and bringing in a transaction professional early on results in tangible benefits for buy- and sell-side.
In addition to providing tax structuring services for deals, our professionals also address asset vs. stock acquisition and sale considerations, purchase price allocation adjustments, Topic 740 deferred tax analysis, 338 (H)(10) analysis, effective income tax planning, and personal goodwill analysis.
Give yourself peace of mind by understanding the risks and true value of your business, property, and intangible assets with our valuation and advisory professionals.
Wealth Management
By combining the resources of financial, tax and estate planning professionals, UHY Wealth Management aligns our services to meet your unique goals and objectives.
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