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Our Services

At MASON WARNER & CO. P.C., we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.


We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business advisor.


A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Consulting

Consulting Services

At MASON WARNER & CO. P.C., our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation.

We offer the following consulting services:


Financial Processes

Every organization can benefit from being introspective, skeptical and analytical regarding their finances. We work with organizations to develop the predictive capabilities necessary to adapt to rapid changes and outperform their peers. Specifically, we can help you with:

  • Driving growth from new markets and opportunities.
  • Enhance cash management through working capital optimization and better capital allocation.
  • Improve finance operations by focusing on operational effectiveness, financial analytics as well as budgeting and forecasting.
  • Enable efficient regulatory compliance.
  • Effectively manage risk by identifying sources and improvements to mitigate high risk areas.


Business Valuation

Business valuations enable you to accurately determine the value of a business and its components. It is essential that you know what a business is worth whether you are buying, selling, involved in litigation or planning your estate. Our highly trained and experienced professionals work with attorneys, other accountants and financial institutions to ensure you are represented fairly. Our business valuation team is comprised of Certified Valuation Analysts (CVA), Accredited Senior Appraisers (ASA) and accountants Accredited in Business Valuation (ABV). Additionally, they are experienced in testifying in both Federal and State courts. Here is a complete list of business valuation services we provide:


Litigation

  • Marital dissolution
  • Partner or shareholder dissolution
  • Economic damages or bankruptcy


Financial Reporting

  • Purchase price allocation
  • Asset impairment testing
  • Intellectual property valuations


Business Planning

  • Buy and sell agreements
  • Purchases or sale of a business
  • General business planning


Bankruptcy and Insolvency Services

MASON WARNER & CO. P.C., Bankruptcy and Insolvency Group provides financial advisory services to Chapter 11 and Chapter 7 bankruptcy trustees, debtors, unsecured creditors and estate fiduciaries. We can aid you in include formal insolvency proceedings, out of court corporate wind-downs, reorganizations and liquidations. Details of the various services our bankruptcy and insolvency group offers are detailed below:


Bankruptcy Trustees

  • Facilitate electronic records retrieval.
  • Identify hidden assets.
  • Assist with asset sales.
  • Assist with document requests.
  • Perform claims, insolvency and fraudulent transfer analyses.
  • Prepare required tax returns.
  • Provide expert testimony.


Debtors

  • Assist with the software set-up to segregate pre- and post-petition activity.
  • Bankruptcy schedule preparation.
  • Prepare cash flows and budget to actual analysis.
  • Perform claims analyses.
  • Provide guidance to development of a viable reorganization plan.
  • Prepare required tax returns.


Creditors' Committees

  • Assess the reasonableness of cash flows
  • Analyze budgets to actuals.
  • Perform preference analyses.
  • Investigate insider transactions.
  • Search for fraudulent transfers and asset misappropriations.
  • Analyze solvency.
  • Prepare reports and provide expert testimony.


Estate Fiduciaries

  • Assist with the sale of hard assets.
  • Assist with negotiating private sales of intangibles.
  • Develop causes of action to recover assets.
  • Distribute estate assets to creditors on the basis of priority ranking.


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