Our Practice Areas

We assist corporate executives and finance teams to:

• Determine reporting priorities through materiality assessments and regulatory mapping.

• Enhance annual and quarterly reports, corporate proxies, and sustainability reports for clarity, compliance, and impact.

• Navigate and implement new SEC and other regulatory requirements effectively.

• Improve the communication of risk factors, MD&A sections, and financial statement footnotes.

• Refine and integrate non-GAAP measures and key performance indicators (KPIs) into reporting frameworks.

• Conduct comprehensive peer analyses and develop frameworks for benchmarking with CFO and IR teams.

• Provide training for finance teams on leading practices and investor priorities regarding financial disclosures, ensuring alignment with industry standards and enhancing the effectiveness of communication with investors. 

We assist corporate executives, compliance teams, investor relations (IR) professionals, legal teams, private equity firms, and law firms by:

• Conducting thorough reviews of reporting concerns and gaps to provide litigation support in reporting-related disputes.

• Developing robust responses to regulatory inquiries on reporting matters and navigating challenging circumstances.

• Identifying ways to utilize consistent, holistic communication across strategic and financial disclosures to reduce the risk of unwarranted activist pressures.

• Educating Boards on emerging trends in financial and sustainability reporting to enhance strategic oversight.

• Determining reporting priorities through materiality assessments and regulatory mapping to ensure compliance and relevance.

• Enhancing annual and quarterly reports, proxy statements, and sustainability reports for accuracy, accessibility, and transparency.

• Supporting the implementation of new SEC and other regulatory requirements, minimizing risks of non-compliance.

• Provide expert support for financial reporting-related internal investigations and expert witness testimony. 

• Evaluating reporting for targeted acquisitions to identify gaps, risks, and areas for improvement.

• Improving the communication of risk factors, MD&A sections, and financial statement footnotes to ensure clarity and alignment with investor priorities.

• Refining and integrating non-GAAP measures and key performance indicators (KPIs) to align with industry standards and stakeholder expectations.

We assist Boards, finance executives, investor relations (IR) and deal teams by:

• Conducting in-depth diagnostics of corporate financial communications and delivering actionable blueprints for improvement.

• Analyzing ESG and sustainability components to seamlessly integrate value-driving factors into the overall corporate narrative.

• Providing tailored training for Boards of Directors to align with market expectations for financial and non-financial disclosures.

• Crafting high-impact materials for diverse audiences, including investor decks, earnings releases, Board presentations, IPO and securities offering documents, and roadshow materials.

• Facilitating benchmarking sessions to provide Boards and CFOs with insights into peer company practices, industry trends, and competitive positioning in financial and sustainability reporting.

• Developing customized dashboards and scorecards for Boards and executive teams to monitor key performance indicators (KPIs) and progress on strategic goals.

• Guiding leadership through scenario planning exercises to address potential risks and opportunities in financial and ESG disclosures.

• Supporting new CFOs, CAOs and other senior executives with onboarding programs tailored to industry-specific reporting challenges and investor communication best practices.

• Assisting audit and other Board committees in designing, overseeing and communicating to stakeholders holistic assurance programs across reporting domains.

Contact us to learn more.