Manufacturing & Distribution Practice

Bringing businesses to the next level

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Partner with a firm...

that offers solutions that lead to financial growth

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Table of Contents

01 About Us 5 - 6

02 Our Services 9 - 10

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our partnership promise...

working together to manage your finances

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About Us 01Grassi & Co. has a proven record of success providing exceptional service and proactive advice that will assist you in achieving your business objectives. You will be served by a team of experts who work with a variety of manufacturing and distribution organizations and have extensive knowledge of the issues and challenges these organizations face in today’s economy. Our professionals have deep experience ensuring client confidence that the services performed will be completed efficiently, accurately, and precisely.

Grassi & Co. has built a strong reputation across the New York Metro area for providing timely and accurate service. Clients rely on our services and advice to make decisions regarding their business needs. Our practical approach will provide you with enhanced value and a greater sense of comfort.

Managed by CEO and Managing Partner, Louis C. Grassi, and an Executive Committee consisting of four additional senior Partners, Grassi & Co. has been serving the New York region for over 30 years. With steady growth and an unwavering approach, our firm has developed into a team of more than 200 professionals; each specifically trained to focus on your business. The firm has grown as our clients have grown, allowing us to become one of the Top 100 largest firms in the US according to Accounting Today and INSIDE Public Accounting; and a Top 20 firm in the New York Metro area according to Crain’s NY Business. In addition, INSIDE Public Accounting has ranked Grassi & Co. as one of the Nation’s Fastest Growing Firms as well as one of the country’s “Best of the Best” Firms. Grassi & Co. has also been ranked among the Top 25 Best Places to Work in New York City by Crain’s NY Business and among the Top 10 Best Companies to Work for in New York State by Best Companies Group.

With a strong growth record over the past decade, Grassi & Co. offers its clients a multidisciplinary range of services, including:

• Audit and Attest Services• Tax Compliance and Consulting Services • CFO Advisory and Accounting Management Services • Business Advisory Services• Forensic, Litigation Support and Valuations Services• Technology Consulting Services

Our dedicated team of professionals cares deeply about what they do. Day after day, they work closely with clients to maximize their success, find strategic solutions to business challenges, and maximize their company’s and personal potential. Grassi & Co. prides itself on helping our clients reach their next level of success.

Client-Centric Service ApproachGrassi & Co. is built around a client-centered, practice-focused approach, providing clients with expertise based around their specific needs. Each practice group studies the dynamics of their industry, gathering the necessary information to make positive business improvements for clients. Our professionals meet with dozens of industry thought leaders and influential individuals within the industry—clients, prospects, and advisors (insurance consultants, bankers, attorneys, etc.)—to learn about key points and developments related to the industry.

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Manufacturing & Distribution Industry ExpertiseThe Manufacturing and Distribution (M&D) Industry faces unique challenges. During the last several decades, the dynamics of the domestic manufacturing and distribution market have shifted dramatically. The trend toward off-shore manufacturing requires manufacturers and distributors to be more nimble than ever to remain competitive. For more than 30 years, Grassi & Co.’s Manufacturing & Distribution Practice has specialized in serving this dynamic and challenging industry.

Manufacturers and distributors turn to Grassi & Co. for world-class service and expert guidance. Our team keeps abreast of cutting-edge financial trends and issues and uses this knowledge to develop financial and tax strategies for clients. Whether it’s R&D tax credits, inventory management advisement, or operational reviews, Grassi & Co.’s guidance has helped many organizations reach the next level.

We know how important the manufacturing and distribution industry is to the economy and our region. Grassi & Co.’s Manufacturing & Distribution Practice is committed to the growth of the industry and can become an integral part of your success.

Our professionals are well-equipped to efficiently and effectively service various types of manufacturing and distribution companies, including, but not limited to:

• Food & Beverage• Building Materials• Pharmaceuticals• Electronics and Technology• High-tech and Defense• Retail and Apparel

Additionally, Grassi & Co.’s M&D Practice Team is in the forefront of thought leadership through participation in industry research initiatives and organizations in order to stay attuned to relevant changes in the industry that may impact our clients’ operations.

Whether it is environmental issues, technology, cost containment, supply chain management, divestitures, sustainability, improving operations, or gaining insights into the market, our Team is highly aware of the operating issues and accounting challenges that exist within the M&D Industry. Grassi & Co.’s M&D Practice provides a clear perspective on how to drive value in today’s complex, competitive and risk-driven environment by anticipating market trends and communicating how these trends can influence and impact your decisions and business operations. We strive to provide you with practical advice to help you achieve your objectives and move your organization forward.

About Us01

working with a team of professionals who...

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understand your business

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Services designed to achieve results

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Our Services 02Professional ServicesWith more than 200 professionals in the New York Metro area, Grassi & Co. has the knowledge and ability to provide M&D organizations with the services they need to help bring their businesses to the next level. Some of professional services we provide, include:

Audit and Attest ServicesOur audit professionals have extensive experience providing a variety of services, including:

• Financial Statement Audits, Reviews and Compilations• PCAOB Audits• Initial Public Offerings (IPOs)• International Financial Reporting• SSAE 16• Employee Benefit Plan Audits

Tax Compliance and Consulting ServicesOur professionals provide a variety of tax compliance and consulting services, including:

• Preparation and Filing of Federal, State and Local Tax Returns• International Taxation• Income Tax Planning & Projections• M&A Advisory and Transaction Structuring• Tax Credits and Incentives• Tax Controversy and Compliance (Federal, State and Local)• Bankruptcy & Insolvency• Financial Administration• Succession and Estate Planning

CFO Advisory and Accounting Management ServicesOur CFO Advisory and Accounting Management Team has extensive experience providing the following services to help clients navigate through the complexities of today’s market.

• Executive Management• Business Analysis• Operational and Functional Management• Budgeting, Forecasting and Projections• Cash Flow Monitoring• Fixed Asset Management • Bookkeeping and Bill Paying • Accounts Payable/Receivable• General Ledger Accounting • Cloud-based Accounting Software Solutions• Financial Statement Preparation• Month-end Closing

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Our Services02Business Advisory ServicesGrassi & Co.’s Business Advisory Services Practice consists of former CFOs and provides a suite of consultative services, including:

• Sarbanes-Oxley Consulting• Initial Public Offering (IPO)

Readiness • Internal Audit Outsourcing• Cash Flow and Budget Analysis• Internal Controls Analysis• Enterprise Risk Management• Corporate Governance• M&A Consulting

Forensic, Litigation Support & Valuations ServicesFor over three decades, our Forensic, Litigation Support and Valuation professionals have served clients with regards to:

• Investigative Accounting• Fraud Deterrence & Detection• Litigation Support & Dispute

à Expert Testimony• Economic Analysis

à Investment Decisions à Controversy Services

Technology Consulting ServicesGrassi Technology Consultants, LLC, a subsidiary of Grassi & Co., offers full service IT consulting specializing in the implementation and support for ERP systems. Consulting services include:

• Assessments• Project Management• Business Process Analysis• Regulatory Compliance (HIPAA, SOX, ICD 10/SNOMED)• Business Process Improvement and Leading Practice Recommendations• System Design and Configuration• Testing and Quality Assurance• Production Support and Process Scheduling• Project and Full Time Staffing• Functional and Technical Expertise

• Valuations à Estate and Gift Taxes/Succession

Planning à Business Sale, Purchase or Merger à Buy/Sell Agreements à Corporate Financing à Litigation, Disputes and Arbitration à Bankruptcy/Reorganization

• Corporate Restructuring and Insolvency Services

• Compliance • Acquisition Due Diligence • Management Advisory and Business

Optimization • Strategic Planning • Financial Modeling and Business

Structuring

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with guidance from Grassi & Co.

Take control of yourfuture

488 Madison AvenueNew York, NY 10022(212) 661-6166

50 Jericho Quadrangle, Suite 200Jericho, NY 11753

(516) 256-3500

www.grassicpas.com