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Our consulting services match every client with the specialized experts they need.

Whether you need forensic (investigative) analysis, expert testimony or bankruptcy services, M&A due diligence or even real estate consulting, Squar Milner can help.

Services include:

  • Forensic and fraud investigations
  • Mediation
  • Lost profits and earnings
  • Analysis for, and negotiations with, various regulatory bodies including the IRS, SEC and FTC
  • Analysis of preferences and fraudulent transfers
  • Development of disclosure statements and plans of reorganization
  • Reorganization plan feasibility and interest rate analysis
  • Professional malpractice
  • Real estate litigation
  • Auditing and accounting matters
  • Securities litigation and arbitration

Forensic, Bankruptcy & Litigation Support


Squar Milner has an outstanding reputation for forensic (investigative) analysis, litigation support and expert testimony, and bankruptcy services.

We routinely provide services to attorneys, trustees, receivers, creditor committees, secured creditors and other parties in high profile cases.

Our team members include CPAs, attorneys, MBAs, fraud examiners, receivers, CIRA (Certified Insovency & Restructuring Advisors) and a Bankruptcy Trustee.

Management & Consulting Services


Squar Milner offers full-service management for not-for-profit and for-profit enterprises.

From your initial vision to completion, we can manage all aspects of your business and help you grow your organization.

Our notable experience includes working as the Transitional Manager for AMVETS Department of California Service Foundation. We implemented new Veteran outreach programs while managing, operating and expanding their thrift store operations. Squar Milner also has provided financial and operational consulting services for other for-profit and not-for-profit enterprises.

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Squar Milner’s management and consulting services include:

  • Employee Management from 1 to 10,000 workers
  • Operations – all aspects of your organization, from managing your day-to-day operations to opening and managing offices for retail and thrift stores
  • Expansion – opening new offices and stores, including hiring, rehabilitation of buildings and offices, and coordination with all vendors
  • Implementation of new community outreach programs
  • Consulting services – analysis to ensure you are operating in the most efficient and cost effective manner. With our experience in various industries and organizations, we can give you ideas and help you implement them into your organization.
  • Acting as temporary Controllers, CFO and CRO

We understand middle-market transactions and help clients evaluate their investment opportunities on:

  • Tax and accounting structures
  • Quality of earnings and financial performance
  • Identification of hidden costs, contingencies and commitments (including tax exposures)
  • Evaluation of future cash flows and testing/validation of assumptions used in the Investment Model
  • Structuring purchase price mechanisms
  • Closing working capital position
  • Other closing assistance

Mergers & Acquisition Services


Squar Milner M&A services identify key issues that will impact your negotiation early in the deal process.

We provide tax and accounting structuring advice and financial due diligence services for middle-market private equity investors (“PEIs”) and corporate clients.

Due diligence on every deal is highly customized and targeted based on your valuation, negotiation and financing requirements. We bring extensive experience for businesses with revenue between $10-$250 million in the following industries:

  • Consumer and industrial products
  • Financial services companies
  • Restaurants
  • Professional and business services
  • Technology and aerospace
  • Real estate

Real Estate & Construction


Clients in real estate and construction need more from their accountants than accounting and tax services.

They need consultants who can furnish valuable insights and services based on real-world experience.

We don’t believe real estate consulting is an academic exercise. Many of Squar Milner’s real estate professionals have served as executives in large real estate companies, and many own real estate projects.

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Our consulting services include:

  • Acquisition and divestiture
  • Bonding assistance
  • Business and financial analysis
  • Cash flow projections
  • Claims and construction analysis
  • Cost segregation analysis
  • Compensation analysis
  • Crisis management and workouts
  • Due diligence procedures
  • Management of operating businesses
  • Strategic and operational planning
  • Valuation and paydown analysis
  • Transactional and tax structuring
What services does our Receivership Services Group offer?

  • Colleges and universities
  • Private primary and vocational schools
  • Hospitals and nursing facilities
  • Teaching and tertiary care hospitals
  • Health and welfare organizations
  • Religious organizations
  • Youth organizations
  • Community organizations
  • Museums
  • Research centers
  • Environmental protection
  • Membership organizations
  • Private clubs
  • Private foundations

Receivership Services


Court-appointed receivers in financial disputes are charged with operating a business or property until the disputed amount is paid in full, or until the terms of the judgment or settlement agreement are consummated. Receivership accounting services are related to the possession and operation of the property under the court order.

Katherine Gough
Consulting Partner-in-Charge

949.222.2999
4100 Newport Place Drive
Suite 600
Newport Beach, CA
kgough@squarmilner.com

Squar Milner can help, whether  you need forensic analysis, expert testimony, bankruptcy services, M&A due diligence or real estate consulting.