Pull

On call service…we get in the engine room with our clients

We’re accounting nerds so you don’t have to be.

Ask Us

On-Call

View us as an extension of your team, here to answer your tough accounting and tax questions.

Unbiased

We are an independent research firm with no corporate ties so we can tell it like it is.

Tailored

Every client is unique. Every request is unique. We have the flexibility and tools to help you.

Partner

We take stuff off your plate (from the mundane to the complex) so you can focus on what you do best.

We can help the whole investment team (from the first year analyst to the CIO), across different sectors and asset classes:

Our bespoke service can help in a variety of ways on the companies you care about, from assisting with due diligence (make sure you’re not missing something), identifying risk, helping you prep for meetings, answering your questions on the fly, etc. It’s not a cookie cutter approach; we’ll customize the work to fit your needs from big projects to quick one-off questions. Here’s a few examples:

You have questions we have answers (experienced, user-friendly team with a combo of technical and forensic/buyside experience)
- In most cases, company specific – From an open-ended Deep Dive on a name to evaluating earnings quality to drilling down into a particular thorny issue.
- A popular request is to provide our take on a short report (see attached for our thoughts on an Amdocs one).
- Can also be technical, like walk me thru FX accounting, hedge accounting, lease accounting, etc.
Models/tools (strong programming capabilities)
- We’ve had clients ask us to build them all types of models, including, stock comp, share count, pension, taxes, D&A, buyback etc.
- Why use our models? One of our clients told us that our models save them time and that we simply do a better job modeling out some of this stuff than they can (the devil’s in the details).