Solution Category: Industry

Running a hospitality business means balancing tight margins, changing consumer expectations, workforce challenges, and day-to-day operational demands. We help you strengthen financial performance with practical guidance, scalable accounting support, and strategies tailored to your business.

• Improve profitability across your business: Every occupancy rate, menu change, staffing decision, and supplier contract affects your bottom line. We help you better understand your costs, strengthen margins, and identify opportunities to improve financial performance across your operation.
• Tax planning that supports growth: State and local tax requirements, tax credits, and changing regulations create ongoing complexity for hospitality businesses. Our tax professionals help you stay compliant, identify savings opportunities, and plan proactively as your business grows.
• Scalable finance and accounting support: Whether you need outsourced accounting, controller services, or fractional CFO support, we provide experienced financial leadership that grows with your business — without the cost of building a full in-house finance team.
• Transaction and expansion consulting: Whether you’re opening a new location, acquiring a property, expanding your portfolio, or preparing for a sale, our transaction advisory, valuation, audit readiness, and financial due diligence services help you move forward with confidence.

Your financial life becomes more complex as your career grows. Multiple income streams, touring, production companies, endorsements, royalties, NIL agreements, and international work all require coordinated planning. We help bring everything together with integrated business management, tax, and consulting services tailored to your goals.

• A complete view of your financial life: We coordinate with your attorneys, wealth advisors, business managers, and other trusted professionals to create a financial strategy that reflects the full picture — not just one piece of it.
• Industry knowledge that moves with your career: Whether your income comes from touring, film and television, royalties, endorsements, NIL agreements, catalog sales, or production companies, we help you navigate the financial and tax implications of every opportunity.
• Proactive tax planning: Multistate tax obligations, international income, business ownership, and fluctuating earnings require year-round planning. Our team helps you anticipate tax challenges, identify planning opportunities, and make informed decisions before they become urgent.
• More time for what matters most: Managing your financial life shouldn’t distract you from your work. We simplify day-to-day financial management so you can spend less time on administrative details and more time creating, performing, competing, and building your future.

We’ve worked alongside the cannabis industry since its early days, giving us firsthand experience with the tax, regulatory, financial, and operational challenges cannabis businesses face. Whether you’re building your foundation or preparing for your next stage of growth, we help you make informed decisions with practical guidance backed by deep industry experience.

• Specialized tax planning: Section 280E creates unique tax challenges for cannabis operators. We help you evaluate available planning opportunities, manage multistate tax obligations, and develop practical strategies that protect margins while supporting compliance.
• Audit, financial reporting, and transaction readiness: Financial statement audits, quality of earnings analyses, and internal control support help you meet investor and lender expectations while preparing for capital raises, acquisitions, and other strategic transactions. Our experience includes supporting cannabis companies through public listings, M&A transactions, and evolving reporting requirements.
• Guidance for every stage of growth: Whether you’re launching a new operation, expanding into new markets, or preparing for a liquidity event, our professionals provide accounting infrastructure, outsourced accounting, advanced tax planning, valuation, transaction advisory, and financial reporting support tailored to where your business is today—and where it’s headed.
• Deep industry relationships and resources: Our longstanding presence in the cannabis industry gives us relationships with regulators, investors, and operators across the ecosystem. We help connect clients with resources, share practical insights, and navigate regulatory changes as the market continues to evolve.

Every batch, barrel, and bottle represents an investment in your business. We help craft beverage producers strengthen financial performance, navigate complex tax and regulatory requirements, and make informed decisions as they grow. 

• Strategic financial guidance built around your business: Managing production costs, optimizing your supply chain, and planning for expansion all require a clear understanding of your financial performance. We provide practical guidance and actionable insights that help you improve profitability while supporting long-term growth.
• Tax and regulatory compliance: The craft beverage industry operates in a complex web of federal, state, and local tax and licensing requirements. We help you navigate excise taxes, sales and use tax, licensing obligations, and financial reporting requirements while supporting domestic and international growth.
• R&D tax credits and innovation incentives: Innovation drives differentiation in the craft beverage market. Whether you’re developing new products, refining production processes, or improving sustainability, we help identify eligible activities, document qualified expenses, and claim available R&D tax credits.
• Transaction, valuation, and succession planning: Whether you’re acquiring another business, bringing on investors, or planning your exit strategy, our transaction advisory, valuation, and succession planning services help you protect enterprise value and prepare for what’s next.

We serve more than 100 biotech and life sciences companies across pharmaceuticals, biotechnology, medical devices, nutraceuticals, CROs, CMOs, and other innovative healthcare sectors. From startup through commercialization and the public markets, we help you navigate the financial, regulatory, and operational complexities that come with growth.

• Lifecycle-specific financial guidance: Every stage of your company’s lifecycle brings new financial priorities. From establishing your accounting infrastructure in the early stages to preparing for a capital raise, IPO, or M&A transaction, our team provides practical guidance tailored to where your business is today — and where you’re headed next.
• Technical accounting and reporting you can rely on: Revenue recognition, R&D cost capitalization, equity accounting, and public company reporting all require technical precision. We help you navigate complex accounting requirements while delivering accurate, reliable financial reporting that supports investors, lenders, and other stakeholders.
• Tax credit planning: Biotech and life sciences companies often qualify for federal R&D tax credits, orphan drug tax credits, and other incentives. We help you identify eligible activities, document qualified expenses, and claim all available credits so you can reinvest more capital into innovation.
• Capital and transaction readiness: Whether you’re preparing for your next funding round, planning an IPO, or exploring M&A, we help position your business for success with investor-ready financial reporting, stronger internal controls, transaction advisory, valuation services, and due diligence support.