Rehmann

EI00357~2024RFP

Financial Consulting

(A) Rehmann, LLC

Multiple

11/27/2024

Scope of RFP includes: Corporate Financial Consulting [Financial Analysis and Planning (Financial statement analysis, Forecasting and budgeting), Capital Structure Advisory (Debt vs. equity financing strategies, Optimal capital structure recommendations), Performance Improvement (Operational efficiency analysis, Cost reduction strategies)]; Tax Consulting [Tax Compliance and Reporting (Review and preparation of tax returns, Ensure compliance with tax laws), Tax Strategy Development (Long-term tax planning, Strategies to minimize tax liabilities), Tax Controversy and Resolution (Representation in audits and disputes, Negotiating settlements with tax authorities)]; Audit Consulting [Financial Statement Audits (Conduct independent audits of financial statements to ensure accuracy and compliance), Internal Controls Assessment (Evaluate the effectiveness of internal controls to mitigate risks and enhance operational efficiency), Compliance Audits (Perform audits to ensure adherence to regulatory requirements and industry standards), Forensic Audits (Investigate financial discrepancies or fraud, providing insights and recommendations for prevention)]; Risk Management Consulting [Enterprise Risk Management (Risk assessment and prioritization), Regulatory Compliance (Ensuring compliance with financial regulations, Risk management audits), Insurance Advisory (Review of insurance coverage, Recommendations for risk transfer strategies)]; Wealth Management [Holistic Financial Planning (Comprehensive financial assessments, Coordinating various aspects of wealth management like investments, taxes)]; Business Valuation Consulting [Valuation Services (Determining fair market value of businesses and financial reporting), Financial Modeling (Financial models for forecasting, Scenario analysis and sensitivity testing)]; Financial Technology Consulting [Implementation of Financial Software (Selection and integration of financial systems), Data Analytics and Reporting (Utilizing data for financial decision-making, Dashboards and reporting tools development), Cybersecurity and Risk Assessment (Evaluating and enhancing financial data security)]; Investment Consulting [Investment Policy Development, ESG Investment Strategies (Incorporating environmental, social, and governance factors into investment decisions)].

0 out of 3

Ian Robbins

Billie Posey

Alfredo Rangel