Parcel Delivery Service

Founded to provide in-state shipments without high national delivery rates, this private equity-backed company provides a premium delivery and pick-up service. The company offers superior customer service at a substantial cost savings over national carriers.

THE CHALLANGE

The company had unique challenges related to its PE ownership, which included: internal controls, protocol of communication to Board of Directors, and governance structure. It had been disappointed with the service it received from one of the larger CPA firms. The company needed a CPA firm that could understand their distinct issues with ownership, yet still offer a level of service not typically found at bigger firms.

How did Shea Labagh Dobberstein (SLD) help?

SLD took over employee benefit plan audit work from one of the six global audit, tax and advisory organizations to deliver value for the private equity. Our seasoned management, many of whom have Big 4 experience, offers a broad range of private equity expertise that can provide technically competent audit services that go beyond the mom-and-pop operation. Our service approach impressed this company enough that SLD was asked to take over their audit work.