Consulting & Advisory Services

Pivot CPAs offers a variety of financial related consulting and advisory services to assist you and your business needs. Each engagement is custom tailored to the client's specific goals and objectives. These specialized projects help us to further showcase our commitment to providing value added services while creating long term relationships.

Due diligence, business valuations, technical services and forensic services are just a few examples of the various types of consulting and advisory services we are able to provide. Please browse the various categories for more information at your leisure or call to setup an appointment so that we can learn more about your needs and fully explain the expertise we can provide.


Due Diligence

  • Review prospect companies financial & tax information
  • Review compliance with regulatory agencies
  • Review contracts, policies & benefits for economic consideration
  • Research analysis on company and/or industry
  • Review & structuring of purchase documents (LOI, Purchase Agreement, Non-Compete, Rental, Salary, etc.)
  • Review & structuring of acquisition entities
  • Assistance with setup/choice of accounting software
  • Setup of purchasing entity with various regulatory agencies
  • Payroll & benefits planning
  • Owner/Investor planning

Business Valuations

  • Estate & gift valuation
  • Purchase/Sale valuation
  • Minority owner valuations
  • Divorce/Business separation valuation
  • Compensation based valuations
  • Research of comparable companies
  • Cost segregation

Forensic Services

  • Services to Investigate Fraud
  • Divorce Services
  • Business Separation Services
  • Due Diligence Forensic Services For Purchase of a Company