business.CONTACT US TO LEARN MORE ABOUT

HOW YOU CAN BENEFIT FROM

OUR BUSINESS EXPERTISE.

Dean Willingham Christina Roderick 505.998.3218 602.730.3607 dwillingham@redw.com croderick@redw.com

Whether you run a start-up, an acquisition

or a family business, the pressures of heading

a privately held or middle-market company

are greater than ever. That’s why more owners

and C-level executives in the southwestern

United States are turning to REDW for the

expert accounting and business advisory

services they need.

Business Services

Since our firm’s inception in 1953, we’ve been helping business owners like you. We respect

the hard work that got you where you are today – and we have the insight, experience and ideas

to get you where you want to be tomorrow. As your trusted business partners, we can help you

get control of your finances, improve efficiencies and make your business more profitable.

Rely on us to provide accurate accounting and detailed financial information that helps you

make better decisions ... improved compliance and planning that can help to reduce taxes ...

and forensic accounting services that protect you from fraud.

Whether you want to expand, steer a steady course, or plan succession strategies, our experienced

professionals can help you reach your goal.

MUCH MORE THAN COMPLIANCEFrom our decades of experience serving privately held and middle-market businesses, we

understand what it takes to help you reach your goals. Our services to help you achieve

them include:

Audit and Consulting – We partner with you to connect audit results back to your business,

helping you to identify revenue opportunities and cost-saving strategies. REDW’s systematic,

disciplined approach examines your processes, controls and areas that carry the highest risk of

fraud or error. Our skilled audit specialists remove the anxiety from the process – with minimal

disruption to your accounting staff. Experienced REDW professionals can also assist with

projections and forecasting, due diligence, budgeting, loan packaging and much more.

No matter what level of assurance services we provide for a client (audit, review, compilation),

our approach is more than a routine check of compliance activity. Our professionals understand

the industries we serve, and the challenges and evolving business risks our clients face. Because

we know every organization is different, we take time to listen to your specific concerns and to

maintain open, ongoing communications during every engagement.

Tax and Consulting – We can help you manage both your business and your personal tax

responsibilities. Our long experience enables us to quickly learn your needs and develop a

forward-looking plan tailored to your circumstances. Our priorities are to ensure optimal

results for you while complying with all regulatory requirements. The REDW Tax team also

provides many specialized services – from bookkeeping and accounting assistance to business

formation/entity selection, buy vs. lease decisions, cost segregation studies, and state and

local taxes/tax credits.

Compensation and Benefits Consulting – Our experience and technical expertise in both

compensation and benefits administration planning make us a powerful partner in managing

this critical part of your business. REDW specialists help you analyze your current practices and

develop a more effective compensation, benefits and retirement package to help achieve optimal

business results. Our human resources and employee benefits professionals have years of

experience serving clients with customized services that meet your needs.

Business Software Solutions – REDW can provide the right software to manage your financial

and other business information – plus maintain your systems and train your staff to use them

effectively. Starting with the initial consultation, we focus on your needs, including minimizing the

impact of implementing new technology within your company. We offer a full range of solutions

from Abila (formerly Sage) Software, and our software specialists will help you determine what

will work best for your business. Our dedicated team also includes business consultants and

CPAs for an exceptional blend of broad, dependable industry knowledge and expertise.

Business Valuation – We understand an accurate, honest assessment of value is critical when in

litigation, buying or selling a business, or doing succession or estate planning. REDW valuation

specialists have deep experience performing valuations – from solo-owned/operated businesses

to companies with annual revenues exceeding $500 million. We work closely with you and in

partnership with your legal counsel to gain a thorough understanding of your business and

industry. This helps to ensure our valuation is correct and can withstand scrutiny from courts,

arbitrators, trustees, the Internal Revenue Service and other regulatory bodies.

Forensic Accounting & Litigation Services – Our financial and valuation experts often play

a multifaceted role in providing litigation support, including examining accounting documents,

preparing expert witness reports, and providing expert witness testimony at deposition and trial.

We also can help in mediation, arbitration and negotiation settings.

Wealth Management – REDW Stanley professionals can assist you whether you want help

protecting and growing the assets you’ve built, you’re making big changes, or you simply need

to get your personal finances in order. For years, our team of expert CPAs, Personal Financial

Specialists, Certified Financial Planners™ and Chartered Financial Analyst® charterholders has

been helping some of the wealthiest families in the Southwest to build, enjoy and preserve their

assets. REDW Stanley advisors are skilled at turning complex situations into solid financial plans.

We do not sell you anything, nor do we receive commissions. As fee-only advisors, our success

depends on your success.

REDW is a member of the BDO Seidman Alliance, a nationwide network of independently owned account-

ing and consulting firms. Through the Alliance, REDW broadens its geographic reach and services to clients

by drawing on the resources of hundreds of Alliance offices located nationwide.

CONTACT US TO LEARN MORE ABOUT

HOW YOU CAN BENEFIT FROM

OUR BUSINESS EXPERTISE.

Dean Willingham Christina Roderick 505.998.3218 602.730.3607 dwillingham@redw.com croderick@redw.com

redw.com

Al b u qu e r qu e

7425 Jefferson St NEAlbuquerque, NM 87109

P 505.998.3200

F 505.998.3333

Phoen i x

5353 N 16th St, Suite 200

Phoenix, AZ 85016

P 602.730.3600

F 602.730.3699

All mentions of REDW Stanley refer interchangeably to REDW Stanley offices in Arizona and in New Mexico. In Arizona,

REDW Stanley operates as REDW Stanley Wealth Advisors, LLC, an SEC-registered affiliate of REDWLLC. In New Mexico,

REDW Stanley operates as REDW Stanley Financial Advisors LLC, an SEC-registered firm subsidiary of REDWLLC.