Management Consulting

Merger & Acquisition Analysis

Mergers and acquisitions are a primary growth vehicle for many companies and have the potential to enhance the strategic position of a business overnight. M&A activity also can be extremely complex with profound implications – both short- and long-term – on a company’s financial performance and profile. PKM participates in many aspects of M&A analysis, including due diligence, deal structure, tax implications and pro forma financial information. We have been involved with numerous transactions on both the purchaser and the seller side. In both instances, the goal is to ensure that the transaction is fair and maximizes value for our client.

Equity Offerings

Whether an initial public offering, a secondary offering or a private placement, the issuance of equity is an involved process. PKM assists clients frequently with the registration process associated with raising capital in the public and private markets. Working closely with your legal team and investment bankers, we can help your organization avoid the pitfalls of this highly regulated process.

Strategic Planning

When looking ahead, multiple viewpoints can be invaluable. Our third-party perspective can provide organizations with insights into the financial implications of different business development paths. Similarly, our wide-ranging experience can be a source of fresh, creative solutions to business issues. PKM offers customized planning and review sessions for executive management and/or your board of directors. These sessions are designed to focus on future key issues that will have a positive impact on your organization's performance.

Capital Planning & Budgeting

Successful capital management is a product of aligning growth plans with capital needs. PKM works with you to evaluate various capital solutions, to develop projections and forecasts and to determine the solution that's best for your organization.

Fraud/Forensics Accounting

If you owned a $100-million business, would you be upset to learn that $5 million was stolen annually from you? You bet. Unfortunately, the probability of this happening to your business is higher than you might think. The Association of Certified Fraud Examiners estimates in their 2006 Report to the Nation that the average organization loses five percent of its total annual revenue to fraud and abuse. This translates into approximately $652 billion annually for U.S. businesses. Small businesses are hit hardest. The good news is that employee theft – be it asset misappropriations, corruption or fraudulent statements - can be reduced and often prevented.

PKM professionals are trained to identify both potential risks in our client organizations and to help install anti-fraud controls. We can help you to identify potential exposure and specific instances of fraud. Our investigative accounting support provides the evidence and documentation required to resolve fraud allegations and, coupled with our expert testimony, supports any legal remedies you might pursue. Our experiences include completing an employee whistle-blower investigation on a nearly $1 billion organization, directing the investigation of potential fraud that involved a loan bait-and-switch scheme, as well as uncovering internal embezzlement schemes.

Premises & Equipment Accounting & Leasing Evaluations

Every organization needs an accounting software system that meets their business needs, and many organizations need help making purchasing decisions. PKM offers needs analysis studies to clients to review and/or select accounting system software. These studies not only include analysis, but also software installation and training, as well as spreadsheet design and implementation.

We have a group of professionals dedicated to fixed asset accounting. These individuals are experienced with depreciation rules, as well as the most popular software programs used to account for premises and equipment. We can assist you with establishing your own system, or you can outsource the accounting of it completely to us.