WHAT WE DO
Specialized CPA Services
Business valuation, M&A due diligence, forensic accounting support, and CPA peer review services. Technical expertise for complex matters.
Business Valuations | M&A | Forensic Investigations | Peer Review
Some financial matters require more than routine accounting.
They require technical depth, professional judgment, investigative discipline, and the ability to translate complex financial information into clear, defensible conclusions.
Bilotta & Company provides specialized services to business owners, executives, boards, attorneys, investors, lenders, and fellow CPA firms navigating transactions, disputes, investigations, professional requirements, and other high-stakes decisions.
Valuation Services
Understand what the business is worth, and why.
A valuation is more than a number. It is an analysis of the company’s financial performance, risk profile, market position, underlying assets, future expectations, and the economic factors that influence value.
We provide business valuation and calculation services in accordance with the AICPA Statement on Standards for Valuation Services, VS Section 100, as applicable to the engagement.
Valuation services may support:
Business acquisitions and sales
Ownership transitions and succession planning
Partner or shareholder buy-ins and buyouts
Buy-sell agreement planning
Internal strategic planning
Financing and capitalization decisions
Marital dissolution and other disputes
Estate, gift, or tax-related planning in coordination with legal and tax advisors
Litigation and settlement discussions
Depending on the intended use, available information, and agreed scope, we may perform either a valuation engagement resulting in a conclusion of value or a calculation engagement resulting in a calculated value.
Every engagement begins by defining the purpose, standard of value, valuation date, intended users, and level of analysis required.
Explore the value behind the numbers.
M&A Financial Due Diligence Support
Know what you are buying, or what a buyer will uncover.
A transaction can look attractive at the headline level while significant risks remain beneath the surface.
We help buyers, sellers, investors, and their advisors evaluate the financial story behind a potential transaction. Our work is designed to identify inconsistencies, validate key assumptions, and surface issues that could affect pricing, structure, financing, or the decision to proceed.
Our due diligence support may include:
Historical financial statement analysis
Quality-of-earnings support
Revenue and customer concentration analysis
EBITDA and working-capital adjustments
Recurring versus nonrecurring income and expenses
Cashflow and debt service analysis
Balance sheet and liability review
Related party transaction analysis
Financial forecast and assumption review
Accounting policy and internal control observations
Post close reporting and integration considerations
Coordination with attorneys, lenders, investors, and other transaction advisors
For sellers, we can also help prepare financial information before going to market, reducing avoidable surprises and helping management tell a clearer, more credible financial story.
We do not replace legal counsel, investment bankers, or other transaction specialists. We strengthen the financial analysis that supports their work.
Move into the transaction with confidence.
Forensic and Investigative Support
Follow the facts. Protect the organization.
When financial activity does not make sense, assumptions are not enough.
Our forensic and investigative support combines accounting expertise, professional skepticism, data analysis, and investigative discipline to help clients understand what occurred, quantify the known financial impact, and determine appropriate next steps.
Engagements are performed in accordance with applicable professional standards, including the AICPA Statement on Standards for Forensic Services.
We may assist with:
Suspected fraud or asset misappropriation
Employee theft and unauthorized transactions
Financial statement irregularities
Vendor, payroll, or expense reimbursement concerns
Related-party and conflict-of-interest matters
Misuse of restricted or organizational funds
Transaction tracing
Damage and loss calculations
Litigation and dispute support
Coordination with legal counsel, boards, insurers, or law enforcement
Recommendations to strengthen controls after an incident
Our role is to objectively examine the available information, document relevant findings, and communicate what the evidence supports.
We do not begin with a predetermined conclusion, and we do not make legal determinations. We bring structure, independence, and financial expertise to matters where the facts must be carefully established.
When something does not add up, start with the evidence.
Peer Review Services
A collaborative approach to professional quality.
Peer review is an important part of maintaining public trust in the accounting profession. It provides an independent evaluation of a CPA firm’s accounting and auditing practice and its conformity with applicable professional standards.
Bilotta & Company provides peer review services to eligible CPA firms under the AICPA Standards for Performing and Reporting on Peer Reviews, subject to reviewer qualifications, independence, scheduling, administering-entity requirements, and the nature of the firm’s practice.
Services may include:
Engagement reviews
System reviews
Review-team participation
Pre-review readiness support
Consultation regarding remediation and quality improvement
Follow-up support after the formal review process
Our approach is thorough, practical, and respectful.
The objective is not simply to complete a compliance exercise. It is to help firms strengthen their systems and improve the consistency and quality of their work.
Formal peer review services and consulting or readiness services are separately scoped to preserve objectivity and comply with applicable independence and program requirements.
Strengthen quality. Protect trust. Move the profession forward.
Our Approach
Technical when it needs to be. Clear where it matters.
Specialized engagements begin with a focused discovery process.
1. Define the objective
We clarify the purpose of the engagement, intended users, relevant deadlines, required standards, and the decisions the work must support.
2. Establish the scope
We identify the records, access, personnel, procedures, and level of reporting needed to complete the engagement responsibly.
3. Analyze the evidence
Our team evaluates the financial information, challenges assumptions, investigates inconsistencies, and documents the basis for our findings.
4. Communicate clearly
We translate complex analysis into practical observations, conclusions, and next steps that decision-makers can understand and use.
Who We Support
Our specialized services may be appropriate for:
Privately held businesses
Nonprofit organizations
Business owners and shareholders
Buyers, sellers, and investors
Boards and audit committees
Attorneys and legal teams
Lenders and financing partners
CPA firms and sole practitioners
Individuals involved in financial disputes
Because these engagements are highly fact-specific, scope, timing, deliverables, professional standards, and potential conflicts must be evaluated before services begin.
Complex matter. Clear next step.
Whether you are evaluating a transaction, determining value, investigating a financial concern, or preparing for peer review, the right process begins with a clear understanding of the objective.
Let’s talk through the situation, identify the appropriate scope, and determine whether our team is the right fit.