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Quality of Earnings Review

Get the Full Financial Picture Are you looking to acquire a new business but wondering if the numbers tell the whole story? Or are you preparing to go to market and need a buyer to see your business’s full potential? Let us help you uncover the real financial picture with

Private Equity-Owned Organizations

Your Acceleration Ally: Support for Private Equity-Owned Organizations At Barnes Dennig, we understand the unique needs of private equity-owned businesses. Our specialized service is designed to support these dynamic and fast-paced organizations through every stage of their increasingly rapid growth cycle. Focusing on quality, price, and exceptional client service, we

Solve the Puzzle when Buying, Selling, & Valuing Your Business

In Fall 2019, Barnes Dennig’s Transaction Advisory Services group presented an expert panel discussion tasked with solving the puzzle of buying, selling and valuing a business. The panel was led by moderator Dino Lucarelli, CPA, director and leader of Barnes Dennig’s Transaction Advisory Services group, who has been leading successful

Understanding Benefit Plan Audits – A Comprehensive Guide

GET A PLAN AUDIT QUOTE Table of Contents Introduction to Benefit Plan Audits Type of Plans Requiring an Audit Regulatory & Legal Framework Understanding the Audit Process Preparing for First Plan Audit Common Issues & Errors Choosing the Right Auditor Plan Audit Cost Considerations Additional Resources   Types of Plans

Transaction Advisory Services

Start Stronger. Build Better. Sell Smarter. “I’ve always wanted to own a business.” “I need to know my company is running as smoothly as it can.” “If I sell the family business, I’ll finally have the time and money to write my novel.” Sales, mergers, and acquisitions carry the promise

A Simple Way to Identify a Qualified Plan Auditor

A qualified benefit plan is designed to help guard and protect an employee’s retirement benefits, whether that be a defined contribution, benefit, or health and welfare plan. Generally, most employee benefit plans with more than 100 eligible participants are required to submit an audited financial statement with their Form 5500.

Services

One Click. So Many Ways to Profit. What was it that led you to this page? Chances are, you’re looking for help with something specific. An audit, say, or advice about tax credits. You’re in luck. Our accountants and business advisors have extensive experience providing local, regional, and international companies

M&A Series | A Master Class with Dino Lucarelli

A Master Class with M&A Game-Changer Dino Lucarelli 6-Part series now available on-demand (links below). Session recordings available on-demand. If you’re considering buying (or selling) a business, there may never have been a better time – believe it or not. But for optimal results, you’ve got to have an in-depth

M&A Master Class Session 6

https://www.youtube.com/watch?v=_PumGJEnAFA Can’t watch the video? Download the transcript. In the sixth and final session of this mergers & acquisitions master class, M&A expert Dino Lucarelli breaks down due diligence – what it really means, who you need on your team to get a 360-degree view of the business, and how

Transportation/Logistics

Big Challenges Deliver Golden Opportunities In good times and bad, your industry steps up to make sure people get the things they need. You haul fresh food to grocery stores and medical supplies to hospitals. Rain or shine, 24/7. All while dealing with increased fuel costs, labor challenges, new safety

Wholesale/Distribution

Give the People What They Want Technology has made it easier, faster, and more affordable than ever for people to buy the things they need. But technology is a mixed blessing for many wholesale & distribution companies. It’s accelerated their already fast-paced industry. It’s also helped create new competition. Major

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