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Holtzman Partners offers advisory services to improve business processes and internal controls, balancing risk and regulatory considerations.


Our technical accounting consulting and assistance helps companies who are faced with implementing new or complex accounting standards.

Since accounting rules can be difficult to interpret, even for seasoned veterans, our experienced team offers the following technical accounting services:

  • Analysis of revenue recognition transactions and models.
  • Purchase accounting.
  • Stock-based compensation consulting.
  • Private company rules changes.
  • We augment our clients’ bench with the resources and project management skills to bring an issue to closure. If you need specific resources, we can enhance or backfill your staff for a period of time. The result is less disruption for your team, increased confidence, and improved timeliness and accuracy.

    Our team has many years of experience with the public company SEC filing process. We can help to augment your team’s skillset to complete the filing process in the tight deadlines that exist.

    Our team is experienced in dealing with the complexities of SEC financial reporting to help you navigate the process of both the 1933 Act and 1934 Act Filings. Our firm is able to draw upon this experience to help emerging companies with the many challenges that face today’s public filer. This experience can augment the finance function for your organization.

    The prospect of a merger or acquisition is often an exciting time for the companies involved. The opportunity to capture additional market share, penetrate new niches, expand existing service lines and increase the company’s overall efficiencies is very alluring.

    While these are important reasons for targeting a merger/acquisition, there are a number of operational, tax and structural issues that need to be considered before the transaction is executed.

    Holtzman Partners' M&A services assist both the buyer and sell-side companies. We help with the financial aspects of these transactions. Our services include:

  • Choice of entity selection
  • Due diligence
  • Quality of earnings
  • Contract review
  • Sell side preparation
  • Exit strategy analysis
  • Stock vs. asset sales
  • Transaction analysis
  • Transaction tax structure planning
  • Our team has deep experience in buy-side due diligence, particularly in assisting in the assessment of quality of earnings. We can also help with tax issues, including tax structure of the new entity, tax attribute carryover, target’s legal status (e.g., S corp, LLC, partnership, etc.), purchase price allocation, state, local and other tax liabilities, and post-transaction filing requirements.

    We work with companies in assessing, analyzing and structuring potential merger and acquisition opportunities, and can assist with structuring, financing or post-transaction integration.


    We have been working with Holtzman Partners since 2009. Their domain expertise and team continuity has enabled them to really understand our software company and the challenges we face. They have repeatedly helped us analyze potential issues and make better decisions in real time.

    - Corey Blahuta, VP of Finance - UnboundID
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    Do you have questions about your company’s tax or Sarbanes-Oxley compliance? Are you planning to merge or acquire another firm or are you a startup that would like some peace of mind? Maybe we’re the right fit for your company. If we’re not, we’ll recommend a firm that is.
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