Who We Serve

GMS Surgent offers specialized services to our real estate clients including joint venture structuring, cost segregation assistance, predevelopment tax strategies, operating agreement structuring, 1031, reverse exchange analysis and more.

Since our inception, general and specialty contractors have relied upon us to make informed business decisions. We provide specialized accounting, tax and consulting services including the implementation of construction-specific tax strategies, job-costing systems design, new entity selection, pension plan audits and more.

Successful planning requires accurate data. In addition to accounting, assurance and tax compliance services for early-stage, start-up or seed companies, we offer assistance with due diligence, financial review, business formation, capital structure, entity selection and more.

Our experience in the life sciences industry is unmatched by most accounting firms. In addition to financial detail work, we advise and assist life sciences professionals on strategies to increase office productivity including equipment leasing, computer consulting, new practice setup and more.

As financial, tax and consulting specialists, we work with private companies throughout the manufacturing sector to address industry-specific challenges, compliance needs and tax practices that extend to services including inventory capitalization, profit contribution analysis, cost reduction programs and more.

We understand the needs of our large base of individual clients. Whether you are an executive at a public company, own a family business or are approaching retirement, we provide customized solutions including tax management, transfer of wealth planning, asset-specific analyses and more.

Our services support the needs of private equity firms and their portfolio companies. We understand the risks, intricacies and urgency of due diligence inherent at every stage of the deal process, extending beyond closing. We work closely with your advisors, operations and IT consultants to provide business consulting, transaction support, due diligence, audit, tax and acquisition accounting services.

GMS Surgent is proactive in identifying opportunities and many of our clients count on us as an essential member of their advisory team. We leverage our own experience in the service industry to bring a comprehensive approach to advice, providing alternative approaches that increase efficiencies, improve systems, workflow, tax planning and business reporting.

The multi-unit retail industry is one of the most diverse of all industries; as a result, our multi-unit retail and franchise clients require an equally diverse set of services. We work closely with our clients at every step to ensure that they receive timely and accurate financial information, including point-of-sale accounting, pricing and costing systems, tip allocation, budgets, projections and more.

Every estate planning situation is different. We get to know your unique circumstances and assist with every aspect, including clearly defining estate planning goals, selecting the right estate planning team, managing estate planning documents, overseeing the transfer of wealth and more.