Broker/Dealers

Focus on serving your clients with a team that helps you adjust to shifting industry regulations.

Stay Focused on Meeting Your Clients' Goals

As you know when you work with your own clients, the only way to find a solution is to get to know the circumstances inside and out. That’s how we approach everything we do for broker/dealers. We make sure your operations and financial statements always comply with regulatory requirements. Our audit and advisory services provide you with a transparent reporting platform, which your clients expect and regulatory agencies require.

Tax Planning and Compliance

From deciding how to structure your business to taking advantage of incentives for minimizing tax burden, Anders offers broker/dealers specialized tax planning strategies.

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Audit and Assurance

Through financial statement audits, reviews and compilations, our audit and assurance advisors help broker/dealers strengthen internal controls and identify areas to improve operations.

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Technology

We recognize that a one-size-fits-all technology strategy doesn’t work for every business. At Anders, our technology advisors can work directly with your IT team to supplement expertise and save overhead costs, or act as your entire outsourced IT department and helpdesk. We can fill in the gaps your company has in network and server monitoring and maintenance, Microsoft licensing, CIO-level strategy and staff augmentation, helpdesk outsourcing and other IT advisory services as needed.

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Forensic, Valuation and Litigation

Understanding the value of your business is vital when it comes time to sell or add partners. Our forensic and litigation advisors work with broker/dealers on valuations and various litigation, fraud and forensics situations as needed.

  • Fraud and Forensics
  • Litigation and Dispute
  • Valuation
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