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  • What We Do
        • Tax
          • Accounting for Income Taxes (ASC 740)
          • Federal Tax
          • State and Local Tax
          • Tax Planning
        • Audit & Assurance
          • Financial Statement Audits
          • Employee Benefit Plan Audits
          • Financial Statement Review
          • Agreed-Upon Procedures
        • SOC Reports (SSAE 18)
          • SOC (Pre-audit) Readiness
          • SOC 1 Reports
          • SOC 2 Reports
          • SOC 3 Reports
          • SOC for Cybersecurity
          • Type 1 Reports
          • Type II Reports
        • SOX Readiness & Compliance
          • IPO Readiness
          • SOX & Regulatory Compliance
          • Internal Audit & Controls
        • Advisory
          • M&A Transaction Advisory
          • IPO Readiness
          • Technical Accounting
          • IT Risk Evaluation & Consulting
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Home > What We Do > Advisory

Advisory

Home > What We Do > Advisory

Advisory

Our broad range of advisory services help organizations capture value.

M&A Transaction Advisory
IPO Readiness
Technical Accounting
IT Risk Evaluation & Consulting
Advisory_sec

Advisory

Holtzman offers a broad range of partner-driven consultative advisory services. We become trusted advisors as clients navigate ever changing business environments. With professional backgrounds in public accounting, internal controls, business process improvement, IT risk evaluations, regulatory compliance, transaction advisory services, and acquisition integrations, our team offers a multi-disciplinary approach to provide unique and value-added insights, recommendations, and support to our clients.

M&A Transaction Advisory

Holtzman offers strategic buyers, sellers, private equity firms, family offices, and lenders a tailored approach to financial, tax, and IT due diligence to best identify risks and opportunities and maximize the value of merger and acquisition (M&A) transactions. We start by understanding our client’s objectives and investment thesis and bring an independent perspective to increase the likelihood of a successful M&A transaction.

M&A transaction advisory services include:

  • Deal structure optimization (tax planning)
  • Quality of earnings (QofE)
  • Working capital analysis
  • Earnings normalization
  • Balance sheet analysis
  • Technical revenue recognition
  • Validation of management assumptions
  • Analysis over integrity and strength of internal controls
  • Evaluation of the adequacy of accounting and financial staff
  • Identification of integration risks
  • Opening balance sheet and purchase accounting
  • Post-acquisition accounting integration
  • IT systems due diligence
IPO Readiness

Getting ready to list your shares publicly for the first time is a major milestone. But it’s also a major source of stress, as founders and executives are tasked with the multiple workstreams involved in preparing for life as a public company.

With so much on the line, the last thing you want to do is embark on this complex journey on your own. When you partner with our team, you won’t have to. We’ll work with you hand-in-hand to put you in the best position to pull off a successful IPO.

Technical Accounting

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.

IT Risk Evaluation & Consulting

Our firm maintains a talented group of IT professionals with a combination of technical and audit experience which rivals that of large international accounting and consulting firms. This experience includes performing reviews and evaluations of:

  • User access to and roles within IT systems
  • Logical security around a company’s IT environment
  • Changes to systems and applications
  • Backup of applications and data files
  • IT controls upon the implementation of a new IT system
  • Process flows to identify efficiencies and reduce risk

Each project can be tailored to meet the specific requirements of management. Although each project is unique, we generally utilize benchmarking templates from similar engagements at other companies to help ensure that each project addresses each area of risk.

Since IT systems proliferate throughout an organization and can therefore impact almost all areas of a company’s business, evaluations of IT control structure can have a profound impact on a company’s overall control environment. Our firm has the experience to perform these evaluations and add value to help strengthen that control environment.

More Services
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What Our Clients Say

"I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with."

Michael S. Lafair
- CFO
CS Disco
 

"We are a long-term customer of Holtzman Partners. Their thorough auditors have years of experience in SOC 1 and SOC 2, FFIEC and IT risk assessments. We’ve been able to count on them for multiple on-time audits. Their personnel are professional and friendly, and since the same personnel are assigned each time, they are familiar with our business and the security control implementations. That keeps the audit process crisp and efficient."

Jeff Jilg
- CISO Consultant
 

I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with.

Michael S. Lafair
- CFO
CS Disco
 

I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain.

Chris Collins
- Director of IT Security & Compliance
SilverCar by Audi
 

"I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain."

Corey Blahuta
- VP of Finance
UnboundID
 

Your Advisory Partners

luke

Luke Childress

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
gretchen

Gretchen Leifeste

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
joey

Joey LoSurdo

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance, Advisory Read Bio >
mike

Mike Panozzo

Founding Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
chris

Chris Perkins

Managing Partner
Audit & Assurance, Advisory Read Bio >
kat

Kat Peterson

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
jillian

Jillian Bergman

Director
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
Meet The Rest Of The Team
association
Professional Associations

From deep industry expertise to strong partnerships, we bring the best of both worlds to grow your business.

Partners to help you scale

We all bring different skills to the table, but our collective passion for collaboration, problem-solving, and quality results is what makes our team strong.

We recognize that our service delivery approach needs to be as flexible as our customers are unique. And that is a challenge we readily embrace. Whether you are a startup or a market leader, Holtzman provides the right resources, and gives you the tools you need to grow your business.

Why choose Holtzman?

High-touch Approach

High-touch
Approach

Our dedicated team works closely as an extension of your own, to develop a full understanding of your goals and objectives. We offer the kind of communication and collaboration you will not get elsewhere.

Trusted Relationships

Trusted
Relationships

Candid conversations build relationships of trust. That’s why we are a leader in personable public accounting. We build strong, mutually beneficial partnerships with every client and are a dependable resource that is ready to meet your needs.

Unrivaled Efficiency

Unrivaled
Efficiency

Your time is valuable. Our team will work closely with you to ensure the appropriate work is performed in a timely manner, and as efficiently as possible.

Comprehensive Guidance

Comprehensive
Guidance

You will get a team of highly experienced professionals and deep industry experts that are available and willing to help solve complex issues.

Get in Touch

Let’s grow your business together.

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