For more than 20 years I have taken companies through PCAOB audits, IPOs, and the SEC scrutiny that follows. From your first raise to your S-1, I get you there. Big Four trained, startup-focused.
Whether you are heading toward the public markets or already filing, the work has to survive the toughest review in the room.
Public-company audits built to PCAOB and AICPA standards, structured to withstand inspection from the first day of fieldwork.
Pre-IPO companies prepared for the SEC reporting that comes with going public, from S-1 support to the controls behind a first filing.
Guidance for venture-backed companies on the accounting and reporting discipline that investors and the public markets expect well before an exit.
Business combination accounting, purchase price allocation, and the diligence that keeps a deal from unraveling once the audit begins.
Where I most often step in across the deal lifecycle, and the sectors I know best.
For more than two decades I have helped public and private companies through the moments that matter most: going public, merging, raising capital, and standing up to regulatory scrutiny. More than ten of those years were spent at a Big Four firm, where the standard was simple and unforgiving.
Today, as a partner at UHY LLP and managing director at UHY Advisors, I lead PCAOB and AICPA audits for SEC-listed and pre-IPO companies. My work covers complex debt and equity arrangements, capital market transactions, and the technical accounting questions that decide whether a filing holds up.
Crain's New York Business named me a Notable Leader in Accounting, Tax and Audit. What that reflects, more than anything, is one standard: do the work so it survives the toughest review in the room.
We start with a short call to understand where you are: pre-IPO, mid-transaction, or preparing for your next audit cycle.
I map the gap between where your reporting is today and where the SEC, the PCAOB, or your deal counterparty needs it to be.
We scope the work, set the timeline, and execute. You get a partner in the room, not a handoff to junior staff.
Named to Crain's New York Business list of Notable Leaders in Accounting, Tax & Audit.
“The proposed rules are quite robust, and would likely benefit most issuers, from the very small to the very large.”
Thomson Reuters →“There are still an incredible number of companies that are looking to go public.”
CNN Business →“The rising cost of capital has definitely put a damper on IPOs.”
S&P Global →“Companies no longer need to be in the public markets to access capital like they once did.”
CFO Brew →“We're seeing a perfect storm of factors.”
CFO Dive →“Reframe digitisation as an opportunity for growth, not just risk and compliance.”
Techfinitive →Going public, closing a deal, or getting ready for your next audit? Tell me a little about it and I will get back to you personally.
Book a 30-minute call →Thanks for reaching out. I will be in touch shortly at the email you provided.
Practical one-pagers on audit season, SPAC structures, and the deal workflow. Preview them here; a quick one-time form unlocks the PDF.
A quick one-time form unlocks all three.
Earlier than most companies think. Building audit-ready financials, the right controls, and an experienced team takes time, and the gaps tend to surface under the SEC's timeline rather than yours. Starting 12 to 24 months out gives you room to fix things before they become filing problems.
A PCAOB audit carries heavier documentation, independence, and internal-control expectations, and the work is subject to PCAOB inspection. Companies coming from a private-company audit are often surprised by the depth of evidence required, which is exactly where early preparation pays off.
Yes. I work across pre-IPO, traditional IPOs, SPACs, and deSPAC business combinations, including the technical accounting and SEC reporting that each path demands.
Yes. I take on a focused number of engagements where I can stay hands-on as the partner in the room. Send a note through the Work with me form above with where you are and your timeline, and I will tell you honestly whether and how I can help.