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Transform your organization with innovative advice

A suite of management advisory services designed to help you grow

Strengthen your future

Sometimes you need more from your CPA than assurance, accounting and tax services. That’s why we offer a complete suite of management advisory services that are designed to help businesses, nonprofits and families strengthen their financial future and grow.

Business valuation

A reliable business valuation can position you for maximum success in buying or selling a business, litigation, and estate or succession planning.

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Succession planning

Whether you are retiring, selling your business, closing its doors forever or gifting it to a family member, we can help you plan ahead by developing a win-win plan for the future.

Strategic planning

Strategic planning is one of those activities most nonprofit leaders know is important, but don’t always make the time for. That’s why it’s important to work with a strategic planning facilitator who can help lessen the load.

Read a Case Study


Fraud investigations

A typical organization loses 5% of its revenue to fraud. Our Forensic, Valuation & Litigation Support Group can help uncover whether fraud has occurred, serve as an expert witness, or help your organization set up controls to prevent fraud in the future.

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Endowment fund management

Our CPAs and wealth management advisors can help you grow and future-proof your endowment. Learn how we helped one foundation overhaul their investment approach and grow their fund by 20% in this case study.


Charitable giving consultation

You want to support the causes you believe in while maximizing your tax and estate planning benefits. When you work with Gross Mendelsohn, you’ll work with CPAs who specialize in serving high net worth families and can help you support the charities you love while ensuring the growth of your family’s wealth.

Corporate governance consulting

When you work with our Nonprofit Group, you’ll work with CPAs with hands-on experience as board members and volunteers. Our nonprofit specialists can offer seasoned advice and implementation assistance to help your board move closer to fulfilling its mission.


Executive compensation consulting

When you’re deciding how to compensate a new executive at your business, it can help to have advice from seasoned business advisors. We’re here to help you develop and structure an executive compensation plan that fits your business and financial goals.

Human resources consulting

Finding and retaining good employees is one of the toughest challenges most businesses and nonprofits face. You can rely on our human resources experts to help you throughout the hiring process and to assist with other HR issues like creating policies and procedures, and writing and making termination decisions.


Process improvement consulting

Together we’ll help you improve the quality of your product, increase efficiency, reduce costs and accelerate schedules.

See how organizations like yours have grown with Gross Mendelsohn

“We ask their advice and get answers to things that go far beyond accounting and tax issues.“
Robert Wagner ,
L. Fishman & Son, Inc.
“Perhaps what I like best about Gross Mendelsohn is that their interaction with us goes well beyond the audit.“
Ben Shifrin ,
Head of School
Jemicy School
“I highly recommend David to other attorneys who need a valuation.“
Matthew E. Bennett, Esq.
Law Office of Matthew E. Bennett
"Their forecasting has helped us, as business owners, make good decisions, and the firm has helped us save money."
Barbara Kight ,
PDI-Sheetz Construction Corporation

Keeping our clients up to date

We’re committed to keeping our clients informed and armed with advice that’ll help them make better business decisions. That’s why we publish custom reports, a blog and other resources.

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If you’re thinking, “Gross Mendelsohn sounds great”

Talk with us. We’ll work together to see how we can help your organization grow.