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Cabrillo Advisors joins forces with CPA
Yahoo Financeยท 2025-09-10 11:38
Core Insights - Cabrillo Advisors has joined the Crete Professionals Alliance (CPA), enhancing its service offerings while maintaining its brand and leadership [1][5] - The CPA network consists of over 20 firms nationwide, providing a range of services including taxation, auditing, and bookkeeping [1][2] Service Offerings - Cabrillo Advisors specializes in business valuations and financial opinions, compliant with GAAP, IFRS, and IRS regulations, and manages valuations for transactions under ASC 805 and ASC 820 [2][3] - The firm also provides valuations for stock options in accordance with IRC 409A and ASC 718, and offers advisory services for trust and estate planning [3] Client Benefits - Joining CPA allows Cabrillo Advisors' clients to access a wider network of support services across various disciplines such as human resources, finance, legal, and IT [4] - The collaboration incorporates AI-driven tools and automated solutions to enhance client outcomes [4] Strategic Expansion - The partnership extends Cabrillo Advisors' reach by integrating global talent from offshore locations, improving recruitment infrastructure and future M&A activities [5] - Cabrillo Advisors' CEO emphasized that this partnership represents a transformative chapter for the firm, allowing clients to access a comprehensive range of integrated services while continuing to work with familiar leadership [6]