Consulting Services Overview

Consulting Services Overview

MCG’s consulting services go beyond traditional accounting to serve companies throughout their entire lifecycles. Whether you’re just getting off the ground, working through growing pains, optimizing operations for future growth, or planning to sell your company or buy another, MCG’s suite of consulting services can help.

MCG strives to be a true partner to you, and as such, we believe in working closely and creatively with you throughout your engagement. You can find a breakdown of our consulting services below. Please contact us if you believe you have need of them. We are happy to consult with you to determine the best plan of action to fit your needs.

Transaction and Capital Advisory

Due Diligence

  • Buy side/Sell Side
  • Quality of earnings analysis
  • Working capital analysis
  • Tax structuring
  • Customer and margin analysis
  • Data room preparation
  • Post transaction financial integration

Capital Advisory

  • Analysis of capital alternatives
  • Preparation of investor presentations
  • Negotiation and execution of financing transactions
  • Introductions to financing sources
  • Debt restructuring analysis
  • Bank loan package preparation
  • Evaluation of capital structure and needs


Enterprise Valuations

  • Valuation of portfolio companies
  • ESOP updates
  • Early stage companies; 409A valuations
  • Pre-sale valuations

Estate and Gift Tax Planning

  • LLC
  • FLP
  • Gifting
  • Estate tax filing

Financial Reporting Corporate Planning

  • Purchase price allocation
  • Goodwill impairment testing
  • Intangible assets
  • Intellectual property

Litigation Support

  • Marital dissolution
  • Shareholder disputes
  • Economic damages and lost profits

Business Advisory Services

Financial Planning and Analysis

  • Preparation of budgets and forecasts
  • Performance analysis
  • Cash flow forecasting and management
  • Development of KPIs and benchmarks
  • Monitoring debt covenant compliance
  • Assessment of capital spending options
  • Cost savings analysis
  • Activity-based costing

Situational Needs

  • Interim or fractional financial management
  • Staff augmentation
  • Personnel assessment, training, and recruiting assistance
  • Forensic accounting
  • Litigation support
  • Turnaround and restructuring

Accounting, Reporting and Controls

  • Assistance with accounting procedures and methodologies
  • Financial statement preparation
  • SEC reporting
  • Design and preparation of managerial and board-level reporting
  • Audit preparation support
  • Controls documentation and assessment
  • Accounting/ERP system assessment and conversion support
  • Family office services

Strategy and Management Consulting

Critical Priority Identification

  • Identify and assess top-line growth opportunities
  • Identify and assess bottom-line improvement opportunities
  • Prioritize opportunities aligned with stakeholder goals
  • Recommend critical priorities and develop pro-forma economic impact to business

Priority Management Team Setup

  • Identify leads and team members against each priority
  • Develop detailed action plans with sub-initiatives
  • Identify metrics for priority progress tracking
  • Develop tools for monitoring progress

Priority Management Plan Implementation

  • Project manage critical priorities and sub-initiatives
  • Drive and support cross-functional meetings
  • Monitor projects and support resolution
  • Drive analytical analysis to facilitate priority implementation
  • Develop reporting materials to provide updates to owners/BOD


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Montgomery Coscia Greilich LLP
Dallas | Fort Worth | Austin
2500 Dallas Parkway, Suite 300
Plano, TX 75093
(972) 748-0300