Most engagements touch more than one over a multi-year relationship. Start where the question feels most urgent — we will scope the rest.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Books migrated, access set, prior periods cleaned up. Your first clean monthly close lands within 30 days.
Quarterly review with your CPA. Numbers plus the conversation about what they mean and what to do next.
When we sold the practice, three CPA firms told us the deal was tax-neutral. Milestone modeled it differently — found a structure that put an additional $380,000 in our pocket at closing, and walked us through every option until we could explain it ourselves.
— Founder, Bay Area Manufacturing Business
14-employee operation · Milestone exit engagement, 2025
WHY SPECIALIZED ADVISORY
Most CPAs offer "advisory" as a buzzword next to tax. We run advisory as a real practice — for owners building, transitioning, or defending a business.
Holding companies, IP licensing entities, partnership splits, S-corp v. C-corp decisions. The blueprint that determines how much of your growth actually reaches you.
Goodwill allocation, installment sales, F-reorgs, ESOP feasibility. The five-year runway that turns a successful business into a successful exit.
Buy-side and sell-side QofE, working-capital pegs, deal modeling, and post-LOI diligence. The CPA seat at the deal table.
Embezzlement examinations, business interruption claims, partner disputes, divorce financial discovery. When the numbers need defending — or finding.
Three-statement models, cash flow forecasts, sensitivity analysis. The financial picture an owner needs to make a decision — not just to file a return.
We sit at the table with your other professionals — not in a separate silo making conflicting recommendations.
A general rule: if the decision shapes the next 5–10 years (sale, restructure, family transition, dispute), you almost always want a CPA who has run the play before. Day-to-day operational choices typically do not need us.
Bankers find buyers and run the auction. Attorneys draft the documents. We model the after-tax outcome, advise on structure, and stay involved through diligence to keep the numbers honest. Many clients use all three — we work alongside both.
It depends on scope. A formation or restructure might be a one-time project with a flat fee. M&A or succession is usually 6–18 months of weekly involvement. Forensic engagements vary from a 2-week investigation to multi-year litigation support.
Yes — about 40% of advisory engagements come from clients whose tax and books live elsewhere. We coordinate with your existing firm so nothing falls through the cracks.
Formation/restructure: $5K–$25K flat. M&A or succession: $25K–$150K depending on deal size. Forensic: scoped per matter. Every engagement is quoted upfront before signing.
Always. We routinely sign mutual NDAs before the discovery call so you can describe the situation fully. If you have your own NDA template, we will use yours.
If any of these are in front of you today, the discovery call is free and worth the thirty minutes.
Multi-year exit planning typically nets 15–30% more after-tax than a reactive sale.
The deal terms shape your tax bill and your relationships for years. Worth modeling before signing.
New properties, new state nexus, new lines of business all change the optimal entity stack.
Generation transitions trigger gift tax, estate tax, and family dynamics — best planned over years, not weeks.
Forensic engagements are most effective when retained early, before discovery begins.
The financial discipline that earns institutional capital is a year-long buildout, not a quarterly cleanup.
A complimentary 30-minute call. Walk us through the decision in front of you — we will tell you straight whether advisory help is the right move, or whether you can handle it without us.
