Kassouf & Co Available

Kassouf & Co operates from Highland Avenue in Birmingham, delivering high-level management consulting, transaction advisory, and organizational restructuring alongside its legacy accounting practice. Rather than offering one-size-fits-all corporate advice, the firm structures its advisory arm around the specific operational realities of privately held businesses, legal practices, engineering firms, and healthcare organizations. Backed by the global reach of CPAmerica and Crowe Global, the group pairs localized executive counsel with national benchmarking data to guide business owners through complex transitions, mergers, and operational realignments.

The firm's flagship consulting work centers heavily on healthcare practice management and professional service optimization. Advisory directors evaluate physician compensation models, regulatory billing structures, and departmental workflows to identify operational drag and compliance exposure. Outside the clinical sector, the advisory team frequently steps in to manage transactional advisory engagements, independent business valuations, interim financial leadership, and succession architecture. These projects move through defined analytical gates: an exhaustive operational audit, data-driven modeling, stakeholder realignment sessions, and strategic roadmaps tailored to company leadership.

For established business owners and high-net-worth founders, Kassouf & Co also maintains dedicated practices for qualified benefit plan administration and family office governance. The retirement plan division handles the design, IRS compliance testing, and ongoing reporting for cash balance, profit-sharing, and 401(k) structures, ensuring executive benefit programs align with broader corporate tax strategies. Simultaneously, the family office team manages cash flow oversight, private payroll, and asset reconciliation to insulate operating companies from personal administrative friction.

Organizations planning an advisory engagement should gather three consecutive years of financial statements, organizational charts, current partnership or operating agreements, and existing benefit plan documents prior to onboarding. Prospective clients can schedule an initial diagnostic review during standard business hours between 8 a.m. and 5 p.m., Monday through Friday, with complex valuation and restructuring projects typically requiring an initial two- to three-week discovery window.