Our office will be closed from December 24, 2021 until January 3, 2022 to allow our employees to collectively enjoy this special time with their families and refresh after another challenging year. We will be open as usual on January 3, 2022, with a renewed energy and focus to start 2022. Happy Holidays!

WEC Advisory Team Guiding Your Financial Longevity & Success

You have great aspirations for financial growth, but the details of your finances are complex. Why not have a team of expert accountants ready to answer your questions and help you consider all possible points of impact for each decision? With the WEC team of accountants in your corner providing specialized individual and business advisory services, your confidence grows and your financial goals become all the more achievable.

Value-driven ADVISORY SOLUTIONS

Cultivating Agility, Growth & Resilience

WEC Advisory Services

Operational

Value added solutions focusing on essential activities, systems, people and processes within an organization.

How We Can Help

  • Business Process and Internal Control Assessment
  • Client Personnel Recruiting
  • Conflict Resolution Consulting
  • Interim CFO/Controller Services
  • Client Accounting Services
    • e:countable is a team that seamlessly integrates with your existing infrastructure to provide a full range of professional outsourced accounting services for small and mid-sized businesses. Link to e:countable website.
  • Litigation and Economic Damages
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WEC Advisory Services

Strategic

Value added solutions focusing on decisions and actions that establish competitive value and accomplish business goals.

How We Can Help

  • Succession and Exit Planning
  • Growth Strategies
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WEC Advisory Services

Transactional

Value added solutions focusing on financial transactions that occur over the life cycle of a business.

How We Can Help

  • Business Valuation
  • Due Diligence Services
    • Quality of Earnings Analysis
    • Trend and Key Performance Indicator Analysis
    • Working Capital Analysis
    • Buy Side and Sell Side “Reverse Due Diligence” Services
    • Tax Due Diligence, including 338 elections and state and local tax compliance
  • Post-Transactional Services
    • Purchase Price Allocation
    • Purchase Price Adjustments and Working Capital True-Up
    • Earn Out Agreements
  • Transaction Tax Structuring
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WEC Advisory Services

Financial

Value added solutions focusing on the financial reporting environment.

How We Can Help

  • Forecasting and Modeling
  • Benchmarking and Key Performance Indicators
  • Loan and Financing Support, including Collateral Exams
  • Forensic Accounting Services
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WEC Advisory Specialists

Joanna G. Brumsey

Joanna G. Brumsey

Shareholder, Head of Advisory

Paul G. DiNardo

Paul G. DiNardo

Shareholder

Karl A. Belka

Karl A. Belka

Advisory Services Manager

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