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Advisory Services

Ideas are born every minute, sparking innovation. Innovation drives opportunity, which entails risk. In the balance lies the promise for abundant success.

Striking a strategic balance between opportunity and risk requires courage, insight, experience and the time to apply them, often the greatest challenge for today’s leaders. Collaborating with business owners, executives, managers and their teams, we supply invaluable advisory services and vital guidance across a spectrum of essential areas. As a result, today’s leaders are equipped to devise more practical, actionable strategies. To make critical business decisions more quickly and confidently. To generate meaningful outcomes, sustainable achievements and future growth.

An exceptional breadth of advisory experience across diverse industries and sectors.

At PKF O’Connor Davies, we welcome the opportunity to leverage our experience on behalf of those with a vision for their enterprise. From entrepreneurs to activists, executives to athletes, educators to apparel manufacturers, we offer our assistance in the following areas:

  • Bankruptcy and Restructuring
  • Management Advisory Services
    • Compensation Review
    • Forecasting & Business Planning
    • Governance Reviews
    • Grant Monitoring
    • Information Reporting & Analysis
    • Operational Reviews
    • Organizational Structural Reviews
    • Outsourced Accounting
    • Outsourced Whistleblower Services
    • Succession Planning 
  • Risk Advisory Services
    • Business Process Improvement
    • Custody Surprise Exams
    • Cybersecurity Program Reviews
    • Foreign Corruption Practices Act (FCPA) Reviews
    • Integrity Monitoring
    • Internal Audit Services
    • Internal Control Risk Assessments
    • IT Audit, Governance & Strategy
    • IT Vulnerability Assessments
    • Sarbanes Oxley Section 404
    • Service Organization Control (SOC) Reports
    • Third-Party Vendor Risk Management 
  • Specialty Industry Advisory Services
    • Employee Benefit Plan Services
    • Entrepreneurial Business Advisory Solutions
    • Government & Public Sector Advisory Services
    • Healthcare Advisory Services
    • Hospitality Advisory Services 
    • Medical and Dental Practice Advisory Services
  • Transaction & Financial Advisory Services
    • Contractual Due Diligence
    • Forensic & Fraud Investigations
    • Litigation Support
    • M&A Transaction Support
    • Valuation & Appraisals
  • Wealth Services