One Relationship. Every Stage. From First Revenue to Exit.

Growth-stage and mid-market companies face increasingly complex financial decisions as they scale, raise capital, acquire businesses, or prepare for an exit. Our senior-led advisory model brings tax, finance, transaction strategy, compliance, and risk management together through one coordinated relationship.

Domestic & International Tax Advisory

Multi-year structural planning designed to evaluate the after-tax impact of growth, ownership changes, cross-border activity, and major transactions before agreements are signed.

Transaction Advisory

Our Transaction Advisory practice supports founders, owners, and management teams before, during, and after a transaction. Services include pre-LOI structuring, sell-side quality of earnings, buy-side tax diligence, transaction modeling, deal structure analysis, integration planning, and proceeds modeling for transactions ranging from $5M to $250M.

CFO Advisory

Embedded senior finance leadership covering close discipline, financial reporting, board reporting, FP&A, forecasting, cash management, and capital strategy.

Tax Compliance

Personal, business, and trust tax preparation and compliance integrated with the company's broader financial and tax strategy.

Tax Controversy & Dispute Resolution

Support across income, sales, and other tax matters, including audits, disputes, administrative resolution, and defense strategy.

Risk Management, Treasury & Investment

Coordinated planning across liquidity, treasury, investment exposure, asset protection, and financial risk management.

Three Pillars. Eight Engagement Capabilities.

Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory form the core of our mid-market platform — delivered through one coordinated senior relationship.

01 — Tax Advisory

Domestic & International

Strategic tax planning across ownership, operations, transactions, and multi-jurisdictional exposure.

02 — Owner Liquidity Planning

Distribution · Diversification · Gifting

Planning around liquidity events, concentrated ownership, diversification, and wealth-transfer objectives.

03 — Transaction Advisory — Sell-Side

QoE · Structuring · Proceeds Modeling

Prepare the business before market exposure with quality of earnings, transaction structuring, tax analysis, and proceeds modeling.

04 — Transaction Advisory — Buy-Side

Tax Diligence · Deal Structure · Integration

Evaluate tax exposure, deal structure, ownership considerations, and post-close integration requirements before completing an acquisition.

05 — CFO Advisory — Fractional CFO

Embedded Senior Finance Leadership

Senior-level financial oversight supporting management through growth, capital decisions, reporting, and major business inflection points.

06 — CFO Advisory — Operating System

Cadence · Dashboards · Forecast

Build a consistent financial operating rhythm around reporting, forecasting, dashboards, and management decision-making.

07 — Tax Compliance

Personal · Business · Trust Preparation

Reliable compliance integrated with the company's broader planning and advisory framework.

08 — Tax Controversy, Dispute Resolution & Audit Defense

Income · Sales · Other Tax Matters

Structured support for audits, disputes, notices, and tax controversy matters across relevant jurisdictions.

Advisory That Starts Before the Transaction

Effective Transaction Advisory is not limited to the deal process itself. The strongest planning opportunities often begin months before an LOI — when structure, reporting, tax exposure, working capital, and proceeds can still be evaluated and addressed before negotiations become final.

Contact  us  :  https://neiljesani.com/business-performance/