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About Us
Our technical compliance services are top notch. We provide a full breadth of
traditional financial advisory services, including investments, retirement
plans, valuation, estate planning, due diligence,
forensic research and merger and acquisition assistance. With experts in each
practice area, our multi-disciplinary technical services are exceptional.
We adhere to the highest ethical standards, while maintaining professional
objectivity and independence, to ensure that all of our services are provided
with the utmost integrity. More than ever before, companies are in need of
trusted advisors who can provide fraud detection, internal control reporting,
risk management, corporate governance and internal services. James
DePelisi is registered with the State of Florida Office of Financial Regulation
and is privileged to provide these services to our clients.
We proudly serve the following types of clients:
• Middle-market companies
• SEC registrants
• High growth and
emerging companies
• Private equity and
acquisitive companies
• Corporate executives
• High net worth
individuals and families
We have an intricate knowledge of "best of breed" resources and we integrate
those resources to your benefit. Through our strategic alliances and
relationships with a financial planning company and a consulting/financing firm,
we are able to ensure that you are exposed to the best resources available.
Industry expertise is essential to providing high quality, all-inclusive, and
accurate services in any core service area. We are proud of our comprehensive
industry knowledge. Our management members actively participate in several
industry associations to ensure that we remain current with all issues that may
affect our clients in various sectors. Our technical expertise extends to the
following industries:
• Real Estate
• Construction
• Technology
• Wholesale/Retail
• Health Care
• Distribution
• Investment/Retirement
Plans
• Financial Services
• Professional Service
Firms
In addition to our
technical services, James DePelisi maximizes value to clients, offering
forward-thinking business solutions and practical advisory services. We look at where you are and
where you want to be. We understand that the point of having financial goals is
to reach them. This philosophy, and our ability to follow through on it, makes
us the superior choice for all of your business and financial needs. Our
value-added services have been designed to meet those needs.
Our clients have benefited from such value-added services as:
• Capital access and financing
• Corporate structuring
• Mergers and
acquisitions
• Transaction advisory
assistance
• Business and strategic
diagnostics
• Outsource
controllership services
• Asset protection
strategies
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