Advisory Services

Robb and Company Advisory Services is your trusted partner in navigating complexity and unlocking growth. We empower businesses, investors, and visionary leaders with tailored strategies that transform challenges into opportunities. From guiding corporate restructurings to spearheading market expansions, our team brings a rare blend of analytical precision, creative problem-solving, and industry expertise. At Robb and Company, we don’t just deliver recommendations—we architect pathways to sustainable success.

Our multidisciplinary advisors specialize in delivering end-to-end solutions across critical business domains. Whether you’re orchestrating a high-stakes merger, optimizing operational efficiency, or launching a digital transformation, we offer insights that are practical, actionable, and rooted in deep sector knowledge. Financial advisory, risk management, technology consulting, ESG strategy, and human capital solutions are just a few areas where we help clients thrive in competitive landscapes.

We believe that true advisory services go beyond numbers and slides. At Robb and Company, we build enduring relationships based on trust, transparency, and shared ambition. Our client-centric approach means we listen first, ensuring our solutions are meticulously crafted to align with your unique goals, culture, and vision. We measure our success by the tangible value we help you create—be it financial growth, operational resilience, or market leadership.

In a world of rapid change and mounting complexity, Robb and Company stands as your beacon of clarity and confidence. Join forces with us to chart bold new directions, solve your most pressing challenges, and achieve the extraordinary. Together, we turn your aspirations into achievements—and your business into a legacy.

Mergers & Acquisitions (M&A) Advisory

Provide strategic guidance and execution support to companies and investors involved in buying, selling, merging, or restructuring businesses. M&A advisors work closely with clients to identify opportunities, evaluate potential targets or buyers, perform rigorous financial analysis and valuation, and structure transactions to maximize value while mitigating risk.

Valuation Services

Provide objective, expert assessments of the economic worth of businesses, assets, securities, and intangible property. These services are essential for a wide range of purposes, including mergers and acquisitions, financial reporting, tax planning, litigation support, estate and gift planning, and strategic decision-making.

Capital Raising Support

Assist businesses in securing the funding they need to fuel growth, execute strategic initiatives, or strengthen their financial position. These services guide clients through the complex process of raising equity, debt, or hybrid capital by developing tailored strategies, preparing compelling investment materials, identifying and engaging potential investors or lenders, and negotiating favorable terms.

Financial Due Diligence

Provide a thorough, independent assessment of a target company’s financial health, performance, and risks during mergers, acquisitions, investments, or other significant transactions. These services analyze historical financial statements, quality of earnings, cash flow drivers, working capital requirements, debt and liabilities, and potential off-balance-sheet exposures.

Debt Restructuring

Help businesses manage financial distress, improve liquidity, and preserve enterprise value by renegotiating the terms of existing debt obligations. These services involve assessing a company’s financial situation, developing viable restructuring plans, and engaging with creditors to modify repayment schedules, reduce interest costs, extend maturities, or convert debt into equity.

Fairness Opinions

Provide an independent, objective assessment of whether the financial terms of a proposed transaction are fair, from a financial point of view, to a company’s shareholders or other stakeholders. These opinions are typically sought in mergers, acquisitions, divestitures, recapitalizations, related-party transactions, and other significant corporate actions where fiduciary duties and regulatory scrutiny are paramount.

Transaction Structuring

Focus on designing the optimal framework for mergers, acquisitions, divestitures, joint ventures, and other strategic transactions to maximize value and minimize risks. Advisors analyze financial, tax, legal, regulatory, and operational considerations to recommend structures that align with clients’ strategic goals, preserve cash flow, optimize tax efficiency, and ensure compliance with relevant laws and regulations.

Business Modeling & Forecasting

Help organizations build robust, data-driven financial models to evaluate strategic initiatives, plan for growth, and manage risk. These services involve developing dynamic financial models that project revenues, expenses, cash flows, and balance sheet impacts under various scenarios, providing actionable insights for decision-making.

Enterprise Risk Management

Help organizations systematically identify, assess, manage, and monitor risks that could impact their strategic objectives, operations, financial performance, and reputation. ERM takes a holistic, enterprise-wide approach to risk, integrating risk management into business planning, governance, and decision-making processes.

Regulatory Compliance

Help organizations navigate complex legal and regulatory environments by ensuring adherence to applicable laws, industry standards, and internal policies. These services involve assessing compliance risks, developing and implementing compliance programs, conducting audits and reviews, training staff, and preparing for regulatory examinations or inquiries.

Cybersecurity Assessment

Help organizations evaluate the strength and resilience of their digital defenses against evolving cyber threats. These services involve a comprehensive review of technology infrastructure, policies, processes, and user behavior to identify vulnerabilities, gaps, and potential risks across networks, systems, applications, and data.

Internal Audit

Provide independent, objective evaluations of an organization’s internal controls, risk management processes, and governance practices. These services help ensure that operations are efficient, financial reporting is accurate, regulatory requirements are met, and assets are safeguarded.

Fraud Investigations

Help organizations detect, investigate, and resolve instances of fraud, misconduct, and financial irregularities. These services involve conducting thorough analyses of financial records, digital data, transactions, and business processes to uncover fraudulent activities, quantify losses, and identify those responsible.

Business Continuity Planning

Help organizations prepare for, respond to, and recover from disruptive events that could impact operations, financial stability, and stakeholder confidence. These services involve identifying critical business functions, assessing potential risks, and developing comprehensive plans to maintain or quickly restore essential operations during crises such as natural disasters, cyberattacks, pandemics, or supply chain disruptions.

Corporate tax planning

Help businesses strategically manage their tax obligations to optimize after-tax earnings, enhance cash flow, and ensure compliance with complex tax laws and regulations. These services involve analyzing a company’s financial structure, operations, and transactions to identify tax-saving opportunities, mitigate risks, and align tax strategies with overall business goals.

Transfer Pricing

Help multinational companies establish, document, and defend the pricing of transactions between related entities across different tax jurisdictions. These services ensure that intercompany transactions—such as the transfer of goods, services, intellectual property, or financing—comply with local regulations and international guidelines like the OECD Transfer Pricing Guidelines and local tax laws.

International Tax Strategy

Help multinational businesses navigate the complexities of cross-border taxation and optimize their global tax positions. These services involve developing tailored tax structures that align with business operations while complying with diverse tax laws, treaties, and regulatory requirements in multiple jurisdictions.

Tax Compliance and Filings

Help businesses and individuals meet their tax obligations accurately and on time, reducing the risk of penalties, interest, and regulatory scrutiny. These services include preparing and filing tax returns across federal, state, local, and international jurisdictions, ensuring adherence to ever-changing tax laws and reporting requirements.