Together we’ll create opportunities
We are passionate about improving the competitiveness of the U.S. manufacturing and distribution industries, the backbone of our economy. From efficiently executing on your compliance requirements to advising you on financial, leadership, operational, execution, and ownership matters, we are here to know and help you.
We’re committed to addressing what matters most to you:
- Improving profitability
- Reducing risk
- Building business value
- Planning for succession
We assist a variety of client types, including:
- Aerospace and defense
- Automotive manufacturing
- Consumer products
- Craft brewers and distillers
- Food processors and distributors
- Government contractors
- Industrials
- Forest products and building materials
- Metal forming and machining
- Paper, printing, and publishing
- Plastic and rubber products
- Chemical products
- Life sciences (including biotech, medical device, and pharmaceutical)
- Power, energy, and infrastructure
- Software companies
- Transportation equipment
Experience our client-focused approach
We believe change is successful and sustained when it is driven from within your organization. Our industry-specialized advisors can help business owners like you create lasting change within your company. As former manufacturing executives, owners, and operators, our advisors have real-world experience that translates into practical, real-world results.
Our services focus on continuous financial and operational performance improvement and long-term growth. We can help you implement systems to achieve and sustain the goals that matter to your organization.
Services for manufacturers and distributors
Industry-specialized services
- Business succession planning
- Executive coaching
- Facility layout and design to improve capacity and workflow
- Inventory management
- Operational excellence consulting
- Profitability modeling
- Reducing lead times to improve competitiveness
- Reducing working capital requirements
Audit and tax services
- Accounting for Income Taxes
- Audit, review, and compilation of financial statements
- Business tax planning and compliance
- Credits and incentives
- Employee benefit plans
- Individual tax
- International, federal, and state and local tax planning and compliance
- IC-DISC (interest charge domestic international sales corporation) export tax incentive
- Innovative tax strategies, including research and experimentation credits, domestic production deductions, and industry-specific tax methods
- Renewable energy and utilities
- Sales and use tax refund study
- Sustainability and ESG
- Utility studies to claim sales and use tax exemptions
- Work Opportunity Tax Credit (WOTC)
Specialized advisory services
- Affordable Care Act (ACA) reporting and compliance
- CLA Global Concierge Services℠
- Cybersecurity, including SSAE 18, system and organization controls (SOC) reporting and incident services
- Enterprise risk management
- Forensic accounting and fraud investigation
- Forensic auditing
- Fraud risk management
- International
- Internal audit
- Litigation support
- M&A advisory and investment banking
- Project management
- Outsourced accounting
- Talent solutions
- Transaction support
- Wealth advisory