Transportation & Logistics

Just as your transportation and logistics company needs to be nimble and flexible, so does your financial planning.

Helping drive your momentum.

Our advisors stay on top of the tax and audit regulations that affect your industry, and respond with strategic advice and solutions to help you increase operational efficiency, reduce your tax burden, manage risk, and stay in compliance.

We have extensive experience working with a broad range of local, regional, national and international transportation and logistics companies, including:

  • Over the road commercial trucking
  • Passenger transportation
  • Intermodal logistics
  • Air, rail & inland marine transport
  • Courier, express and parcel services
  • Freight forwarding
  • Third party logistics
  • Warehousing & storage

Our Services

Assurance Services

We don’t just audit your organization, we strengthen it. As we examine your financials, practices and policies, we keep operational improvements top of mind and share best practices to make you better. Our assurance services include:

  • Financial statement audits, reviews & compilations
  • Employee benefit plan audits
  • Internal audit services
  • Outsourced accounting

Business Succession Planning

You’ve worked hard, built your business, and continue to nurture its growth. Although you’re not ready to retire now, it’s on the horizon. Now is the time to start planning for the future to ensure you (and your family) can continue to reap the rewards of your success.

Our Exit Planning and Transaction Advisory professionals have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business.

Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Financial & tax due diligence
  • Quality of earnings analysis
  • Income tax planning
  • Tax structuring
  • Estate tax planning

Consulting Services

Our expert advisors will be there to help you navigate the constantly evolving world of transportation & logistics through a suite of services designed to help you realize your vision for a successful future. Our consulting services include:

  • Business & strategic planning
  • Cash flow forecasting & analysis
  • Operational consulting
  • Supply chain management
  • Buy/lease analysis
  • IT consulting
  • Internal controls risk assessment
  • Estate & wealth planning
  • Fraud investigations
  • Forensics & litigation support
  • Strategic talent management services

Tax Services

With our deep knowledge of tax law and the transportation & logistics sector, we can do far more than just keep you compliant. Our tax professionals offer custom planning and solutions to meet your needs to help you strategically grow into the future. Our tax services include:

  • Federal, state & local tax
  • International tax
  • Tax credits & economic development incentives
  • Multi-state tax planning & compliance
  • Fuel tax credits
  • Fixed asset purchases
  • Owner operator tax planning
  • Sales & use tax
  • Cost segregation studies
  • Repair and maintenance studies
  • Bonus depreciation & 179 deprecation
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Transportation & Logistics Advisors

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