- Employee owned SEC-registered investment advisor receives accounting and tax assistance from Baker Tilly for their registered mutual fund, private pooled vehicle, and separately managed accounts.
- Baker Tilly assesses the operations of a concerned rehabilitation hospital to find variances in productivity and compensation among staff.
- Credit union aligns internal audit and risk management by working with Baker Tilly’s risk, internal audit, and financial institution specialists.
- Registered investment advisor (RIA) relies on Baker Tilly for management company audit and the tax work for several investment funds, the management company, related entities, and general partners.
- Baker Tilly Capital provides sell-side services to CDM Tool in sale to Jacsten Holdings.
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