What We Do

Consulting Services


S|B|F|R provides comprehensive business valuation and related consulting services ranging from tax related matters to actual transactions to providing due diligence and litigation support.

We understand that every valuation is unique and treat every engagement accordingly with utmost care. Our business valuation process relies on an in depth review, analysis, and understanding of your business’ history, present capacity, future prospects, and operating structure in the development of our work product.

We use the foundation of basic valuation principles, incorporate current market data and proven valuation methodologies to generate conclusive and credible valuation reports that provide a sound basis for decision making.

Our highly customized level of analysis combined with advanced training and years of valuation experience allows us to provide clients with the highest level of service. 

Consequently, our valuations are robust, defendable and of exceptional quality, sufficient to withstand not only the scrutiny of the IRS but also the highly sophisticated standards of actual private investment funds.

Combining these valuation services with our tax, accounting and financial expertise creates a unique environment in which we best meet our clients’ valuation needs.

Our valuation services include:

  • Estate planning and gift transactions
  • Sale or purchase of a business
  • Buy-sell agreements
  • Goodwill impairment analysis
  • S-Corp conversions
  • Share-based compensation and stock options
  • Purchase price allocation
  • Shareholder disputes
  • Marital dissolutions
  • Third-party opinion and due diligence on proposed transactions
  • Proprietary industry research and business intelligence
  • Litigation support
  • Succession and exit planning
  • Valuation for financial reporting
  • Charitable contributions
  • General business advisory services

Transactional Services

S|B|F|R provides a wide array of services to help companies and individuals deal with the complexities of buying and selling a business.

We can assist in both the financial and non-financial aspects of business mergers and acquisitions, such as:

  • Providing clients with preliminary business evaluations;
  • Providing assistance in the development of transaction terms;
  • Advising on business structure for the best accounting and tax benefit;
  • Performing acquisition due diligence and post-acquisition integration assistance for the maximization of merger or acquisition benefits.

We add transaction services expertise to practiced accounting, audit and tax services throughout the life of the deal and, in many cases, beyond the deal.

On the buying side, we work closely with prospective buyers and other professional advisors in the entire due diligence process. No one advisor can know all aspects of any business acquisition. Therefore, our key is to serve the integral role of helping buyers exercise due diligence, including:

  • Financial projections to assess reasonable expectations
  • Securing financing
  • Assessing selling company’s financial records
  • Tax planning
  • Management information systems
  • Key employees and their roles in the business’ success

On the selling side, every business is at a different stage in its life when its owners begin to consider succession planning or the prospect of merger. We have extensive experience in many industries with companies of all sizes in helping maximize value for business sales.

We also often work closely with long-time clients in merger situations to identify and help preserve long-term intentions for business owners and management.

Whether it is a business sale, acquisition, or merger, our focus is on protecting our clients’ interests and ensuring that the business continues to be successful after the transaction.

Our transactional services include:

  • Assessing key assumptions underlying the deal
  • Evaluating the historical and forecasted performance
  • Assessing performance improvement opportunities
  • Negotiating favorable deal terms
  • Determining the optimal tax structure
  • Performing rigorous due diligence services (both buy-side and sell-side or
    reverse due diligence)
  • Assessing internal controls, processes and systems
  • Managing risk and compliance
  • Providing a post-transaction integration plan

Internal Controls

Internal controls are designed to prevent and detect errors or fraudulent activities, safeguard assets, ensure financial information is accurate and reliable, and assist in the achievement of business objectives. S|B|F|R provides internal control services to all types and sizes of businesses, to assist in evaluating the effectiveness of internal controls.

Many internal control engagements are focused on assisting management in documenting or implementing new systems/procedures and making improvements in internal accounting controls. Other engagements may include assistance in the design of accounting policy manuals, development of  job descriptions and responsibilities, or the creation of accounting controls to ensure segregation of duties.

Whatever the need or objective, we can work closely with clients to develop a customized approach to help organizations measure performance, make decisions, and evaluate processes.

Our internal control services include:

  • Internal Control Design and Review – S|B|F|R can assist your company in analyzing, documenting, designing or reviewing internal controls for any or all of your accounting functions.
  • Internal Audit – S|B|F|R provides internal audit service outsourcing as a cost efficient alternative to internal staffing.
  • Fraud Investigation – S|B|F|R provides a complete offering of forensic accounting and auditing solutions to address situations where fraud is suspected or discovered.
  • Service Organization Control (SOC) Services – S|B|F|R provides services which are tailored to ensure third party administrators and other service organizations receive the highest level of assurance over the effectiveness of their internal controls. We utilize a customized process to develop individual work plans for each project which will ensure the utmost project efficiency and minimal interruptions to clients’ personnel.

Forensic & Dispute Services

S|B|F|R provides a wide array of litigation and forensic specialty services ranging from conducting internal investigations to providing independent expert testimony.

Our broad range of knowledge and resources can assist you with a variety of services customized for your specific situation. Our experienced professionals can help find ways to investigate suspected fraud, provide expert witness testimony and analyze financial documents.

We can help identify and reduce opportunities for fraud by reviewing your internal audit procedures, recommending anti-fraud internal controls and conducting procedure reviews.

If fraud is discovered, S|B|F|R has the capabilities to begin a timely investigation, prevent further loss, determine the full extent of the fraud and prepare for litigation and recovery.

We serve as expert witnesses and consultants in the litigation process – from discovery through trial and briefings or settlements. In doing so, we can analyze financial records, prepare damages claims, critique opposition expert reports, assist with witness preparation and provide expert witness testimony.

Our firm’s multidisciplinary approach enables us to develop a litigation strategy that can stand up to the strongest scrutiny.

Our forensic & dispute services include:

  • Fraud/forensic examinations
  • Fraud risk assessment and prevention
  • Expert testimony
  • Litigation support services
  • Economic damages calculations and analysis
  • Lost profits analysis
  • Financial modeling / economic analysis
  • Post-acquisition disputes
  • Transaction tracing
  • Data analysis

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