HCVT prioritizes your success as your trusted financial ally, providing practical and forward-thinking guidance through our comprehensive suite of services, including M&A Advisory, Valuation Advisory, and CFO Advisory. Our expert team combines Big Four and Middle Market Investment Banking experience to help you navigate complex financial issues and enhance your bottom line while partnering with you on your journey to financial success.

Today’s tax environment is constantly changing and is complex, especially in California. Planning the right strategy for you and your businesses can make the difference in achieving your goals. HCVT’s tax professionals will provide innovative and fact-based solutions customized to your specific needs.

Business owners need audit professionals who understand their business, the industry risks, and accounting issues; they need to know that the numbers are right so decisions can be made to drive results.

High net worth individuals and families, and family offices require business managers that understand how to manage and protect personal wealth. The business managers at HCVT provide integrated solutions that protect assets and preserve value.

Structuring for the sale of a business or, conversely, making the right acquisition, brings risks and rewards. From the signing of the letter of intent (LOI) through the successful close, the mergers and acquisitions professionals at HCVT provide useful insights on matters relevant to the decision-making process.

Selling a business. Transferring wealth. Acquiring assets. All are scenarios business owners face. The common question; what is the value of the business, interest, security, or asset? HCVT’s Valuation Advisory Services professionals perform valuations tailored to a specific purpose, use, and reporting need.