Resources

Objective Advice and Deep Expertise—Find it Here

Welcome to the EKS&H resources page.

As your true business advisor, we provide information on regulatory updates, industry strategies, and expert analysis to help you think strategically and make better decisions.

Browse by type, or use the search feature to find content on specific topics of interest.

May 26, 2017

Taking the Bull by the Horns: Software Advisory and Process Assessment for a Food and Beverage Manufacturer and Distributor

When a private investor acquired a $15 million meat processing company, he identified several critical opportunities for improved inventory management, customer service, and ultimately profitability.  Read on »

April 13, 2017

Just the Right Dose: Accurate Inventory Costing for Pharmaceutical Transaction

​As a rapidly-growing medical nutrition company prepared to acquire a procurement and manufacturing facility, management recognized the need for accurate inventory costing and profitability information to get the deal done. Having this information was critical to the client’s ability to obtain financing to fund the purchase. Read on »

March 22, 2017

The Picture of Health: Improving Data and Reporting for a Healthcare Management Services Provider

As a management services provider to more than 1000 primary care providers, Physician Health Partners (PHP) undertook an ambitious, aggressive project to corral its growing trove of sensitive, complex healthcare data. Read on »

November 10, 2016

Redesigning Best Buy Canada’s Planning System

Best Buy Canada, a leading North American electronics retailer, wanted to update its existing retail budgeting and forecasting tool. It sought a solution that could provide more flexibility and better response time in the store-level annual operating plan and mid-year forecasting processes.  Read on »

October 27, 2016

Halving the PEG Purchase Price through Strategic Due Diligence for Carve-out Acquisition

When an East Coast private equity group (PEG) sought to acquire one segment of an IT consulting firm, it required a due diligence partner that could help it understand the carve-out financial statement and operations. Read on »

October 27, 2016

Retaining Talent: Successful Oil and Gas Compensation and Succession Planning

When an oilfield services company recognized the risk of losing top talent as a result of market fluctuations, executives knew they needed an industry-experienced incentive compensation consulting partner who could help them understand their options and plan for the long-term success of the company. Read on »

October 27, 2016

Providing the Right Valuation to Avoid the Wrong Acquisition

A $50 million Colorado-based distributor initiated an acquisition of a company with significant inventory but lacked the internal bandwidth to conduct a thorough financial analysis. Executives recognized they needed a knowledgeable and experienced quality of earnings partner to ensure the financial health of the target. Read on »

October 27, 2016

Constructing a Solid Financial Model for Recapitalization

Approaching a $2 billion recapitalization, a leader in the real estate industry sought an experienced accounting and financial partner to quickly and efficiently create the necessary transaction model to understand the proposed deal structure and minimize related tax liabilities. Read on »

September 15, 2016

Gas Utility – ERP Software Selection and Implementation Services

A gas utility with more than 40,000 residential and commercial customers in the West, Midwest, and Northeast regions sought an enterprise resource planning (ERP) software system that would increase speed, effectiveness, and integration among its many business units. Read on »

August 5, 2016

UK Technology Distributor Triples Revenue with U.S. Expansion

When a U.K.-based broadband, telecom, and cable television equipment retail distributor targeted the U.S. for expansion, executives knew they would need local help. The company relied on EKS&H’s tax expertise and strategies and connections for global growth to achieve success. Read on »

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