Advisory

Insights are everything.

Today’s clients have more data, dashboards, and tools than ever before, but what they need most is clarity. Our firms provide the human insight, strategic perspective, and real-world experience to help clients make better decisions and move forward with confidence.

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Clients don’t need more reports, they need to know what to do next. Current firms' advisors translate complex financial information into clear, actionable guidance.

While technology delivers speed and visibility, our firms bring judgment, context, and experience, ensuring every recommendation is grounded in reality, not just data.

Whether supporting private equity-backed companies, family businesses, or high-growth entrepreneurs, Current firms tailor our advisory approach to the unique goals and challenges of each client.

Our firms help clients move from reacting to results to shaping outcomes, anticipating what’s next and guiding decisions before they’re made.

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Our partner firms combine deep financial expertise with strategic advisory capabilities, helping clients navigate complexity, seize opportunity, and shape what’s next.

AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC

Targeted Expertise for Every Strategic Decision

From growth strategy to financial optimization, our advisory capabilities span a broad set of specialties, giving clients access to the right insight, at the right time, for the decisions that matter most.

Provide strategic, financial, and operational guidance tailored to complex business challenges.

Support associations with governance, membership, operations, finance, and administrative management.

Help banks meet regulatory requirements through compliance assessments, monitoring, and remediation support.

Advise organizations and stakeholders through distress, restructuring, insolvency, and turnaround situations.

Advise on compensation strategy, benchmarking, incentive design, and related workforce planning decisions.

Determine the value of a business or ownership interest for transactions, planning, or reporting purposes.

The process of determining the economic value of a business or ownership interest using financial analysis, market data, and operational insights to support strategic, financial, or legal decisions.

Identify property components eligible for shorter tax lives to accelerate depreciation deductions.

Advise on commercial lending and mortgage transactions, underwriting, and portfolio-related financial matters.

Provide strategy and compliance support for community development initiatives, programs, and funding opportunities.

Advise on compensation strategy, benchmarking, incentive design, and related workforce planning decisions.

Value complex financial instruments such as options, warrants, and convertible securities for reporting and transactions.

Evaluate cybersecurity controls, risks, and preparedness to strengthen protection of systems and data.

Support mergers, acquisitions, and other transactions with financial analysis, diligence, and execution guidance.

Provide financial analysis and expert support for commercial, shareholder, and other business disputes.

Provide estate tax planning, compliance, and wealth transfer strategies for individuals and families.

The strategic design of salary, incentives, equity, and ownership structures to attract, retain, and reward leadership while optimizing tax efficiency and long-term business value.

Deliver independent opinions on transaction fairness and solvency to support boards and stakeholders.

Help contractors comply with federal procurement rules, FAR requirements, and government contract obligations.

Develop personalized financial plans covering cash flow, investments, retirement, insurance, and long-term goals.

Deliver specialized advisory support to banks, lenders, insurers, and other financial services organizations.

Assist financial institutions with regulatory compliance programs, testing, and corrective action.

Value gifts, estates, and closely held interests for tax reporting and wealth transfer purposes.

Prepare organizations for HITRUST certification through control assessments, remediation, and validation support.

Process payroll accurately and timely while supporting tax withholding, filings, and employee reporting.

The evaluation and advisory of an organization’s technology systems, controls, and processes to improve security, compliance, operational efficiency, and business performance.

Provide ongoing technology support, monitoring, maintenance, and administration for critical IT systems.

Advise on life insurance planning, policy analysis, and structuring to support business and personal goals.

Provide financial analysis, damage assessments, and expert support for litigation matters.

The strategic and financial advisory support provided throughout business transactions to help organizations evaluate opportunities, manage risk, optimize value, and execute successful integrations or exits.

Assess enterprise risks and strengthen controls, governance, and compliance across the organization.

Review royalty arrangements and contract terms to verify compliance and identify underpayments.

Help businesses qualify for, navigate, and maximize the SBA 8(a) program.

Manage notice, claims, disbursement, and reporting processes for settlements and remediation programs.

Advise leadership on growth, performance, and transformation initiatives to improve business results.

Facilitate goal setting, prioritization, and action planning to align resources with long-term objectives.

The strategic process of preparing for leadership or ownership transition to ensure business continuity, preserve value, and support long-term organizational success.

Perform valuations for tax planning, compliance, and reporting matters involving businesses and assets.

Provide diligence, quality of earnings, and financial analysis support before and after transactions.

Estimate the value of businesses, securities, and intangible assets for strategic and reporting needs.

Provide investment, tax, retirement, and estate planning advice to help clients manage and grow wealth.