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Expertise > Middle Market

Middle Market


Our Middle Market clients represent companies in a broad array of industries, including:

  • Manufacturing
  • Distribution
  • Service
  • Entertainment
  • Technology
  • Hospitality

Just as middle market companies serve as a cornerstone to the Southern California economy, they are of equal importance to our practice.

We are entrepreneurs and view ourselves as part of the same market we serve. We incorporate into our services the ingredients that have helped us achieve success: timely communication, aggressive problem-solving, and personal service. All of our professionals are easily accessible and we are not afraid to roll up our sleeves to resolve the issues your business faces.

We offer the following traditional services:

  • Audit, Review and Compilation
  • Tax Return Preparation
  • Agreed-Upon Procedures
  • Outsourced Bookkeeping and Accounting

We also provide the following consulting services:

  • Sarbanes-Oxley
  • Internal Audit
  • Interim Controller and CFO
  • Executive Search
  • Mergers and Acquisitions
  • Entity Selection, Transaction and Exit Strategies
  • Financial Risk Analysis
  • Retirement Plans
  • Deferred Compensation
  • Cash Flow Projections and Budgeting
  • Taxes
    • Estate and Gift Planning
    • Optimizing Tax Credits
    • International Strategies

Middle market companies represent a wide variety of industries with unique issues that require unique professionals to serve them. RBZ provides the insights and ideas to help you build value and prepare for the future.

Contact
Gary Garbowitz, Co-Partner-in-Charge
Middle Market Group
310.478.4148 x435 | ggarbowitz@rbz.com

Tom Leaper, Co-Partner-in-Charge
Middle Market Group
310.478.4148 x450 | tleaper@rbz.com

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