As a strategic advisory firm dedicated to providing high-quality services to law firms, accounting firms, and private equity groups, we are committed to maintaining the highest standards of integrity, professionalism, and ethical behavior. This Code of Ethics outlines our core values and principles to guide our actions and decision-making processes. All employees, consultants, and representatives of our firm are expected to adhere to these standards.

Core Values

Integrity

Conduct all business with honesty, transparency, and fairness. Avoid conflicts of interest and disclose any potential conflicts promptly. Maintain confidentiality of all client information and proprietary data.

Professionalism

Deliver services with excellence and diligence. Uphold the highest standards of competence and continually seek to improve our skills and knowledge. Respect the law and comply with all applicable regulations and professional standards.

Client Focus

Prioritize the needs and interests of our clients in all our engagements. Provide objective, independent, and sound advice tailored to the unique needs of each client. Build and maintain trust through consistent, reliable, and high-quality service.

Accountability

Take responsibility for our actions and decisions. Be transparent in our communications and provide accurate, timely information to clients and stakeholders. Monitor and evaluate our performance regularly to ensure continuous improvement.

Respect and Fairness

Treat all clients, colleagues, and stakeholders with respect and dignity. Foster a diverse and inclusive work environment. Promote fair treatment and equal opportunities for all employees and clients.

Ethical Principles

Confidentiality

Safeguard all client information with the utmost care. Use client information only for the purposes agreed upon and do not disclose it to unauthorized parties.

Conflict of Interest

Avoid situations where personal interests conflict with the interests of our clients or the firm. Disclose any potential conflicts of interest immediately and take appropriate action to manage or eliminate them.

Transparency and Honesty

Communicate openly, honestly, and accurately with clients and stakeholders. Do not misrepresent qualifications, experience, or services offered.

Compliance with Laws and Regulations

Adhere to all relevant laws, regulations, and professional standards in every jurisdiction where we operate. Stay informed about changes in laws and regulations that may impact our services and operations.

Fair Competition

Engage in fair and ethical competition. Do not engage in practices that unfairly limit competition or harm other businesses.

Social Responsibility

Contribute positively to the communities in which we operate. Support sustainable and ethical business practices.

Acknowledgment

By working with our firm, all employees, consultants, and representatives acknowledge their commitment to uphold this Code of Ethics and to act in accordance with its principles and values.