As your trusted advisor, Advanta Accountancy wants to see your company thrive. From improving profitability or exploring a business transaction, to turning around a distressed business situation or working through the complexities of healthcare reform, we can provide you with the expertise you need to set and meet your goals.

Transaction Support

We assist private equity groups, investment bankers, family offices, and business owners in navigating the complexities of transactions. Our professionals deliver intelligent, objective advice based on our knowledge of the industry, business structure, and existing market conditions. We team our experienced transaction professionals alongside our audit, tax, HR, technology, and wealth management experts to achieve the most complete assessment of your situation. Each transaction strategy is tailor-made, developed with a thorough understanding of your desires, expectations, short-term needs, and long-term objectives.

Advanta Accountancy combines relationship-focused values with deep technical strength and experience. Following are the primary elements of our transaction advisory services which include:

  • Due Diligence (buy-side and sell-side)
  • Valuation
  • Value Creation
  • Post-Acquisition Integration

Business Consulting

We offer advice on business situations and strategies with professionals who possess deep technical skills and real-world experience. Our experts work to help businesses thrive in the following area:

Business Valuation

Advanta Accountancy provides valuation services for business owners, attorneys, trust departments, banks, and financial institutions, professional practices, and individuals in a wide variety of situations including but not limited to transfers/sakes of business, mergers ad acquisitions; estate and gift tax planning; family law; corporate tax planning; and business operating planning.

Fraud & Forensic

Advanta Accountancy has extensive functional and industry experience to help your business deal with situations of fraud or internal control failure. We can provide investigation services, loss remediation services, and pre-investigative consulting.

Litigation Support

Our experienced team works side by side with attorneys and their clients through all phases of the dispute resolution process, from discovery through a trial or hearing. Our expert team, through a trial or hearing. Our expert team, including Certified Fraud Examiners (CFEs) and Members with the Accredited Business Valuation (ABV) designation, offers skillful assistance in addressing and presenting complex business, financial, and accounting issues.

Business Strategy

Our team helps clients lead and improve their business in the areas of profit performance, growth, problem-solving, leadership skills, and external investment.

Specialty Tax Services

Our specialty tax experts provide opportunities for your business to take appropriate tax credits, stay on top of new laws, work internationally, and discover the most profitable open doors. Our goal is to help our clients thrive by providing a full spectrum of specialty tax services including:

  • International Tax
  • SALT
  • R&D Tax Credit
  • Cost Segregation Studies

Regulatory, Compliance, Risk, and Controls

Advanta Accountancy assists in keeping up with all required laws and regulations to keep your company in good standing. With services ranging from internal controls, compliance exams/reviews, and due diligence reporting to SEC reporting, SOX assistance, and ALTA attestation, our experts strive to keep you and your business at the top of your game.