Business Consulting
Middle-market businesses in all industries need to prepare for an uncertain future. There’s always pressure, whether it’s from competitors, regulators or shareholders. Even the most successful companies need to prepare for changing conditions.
Yet most entrepreneurs don’t have the time or in-house resources to fully address these issues and risks.
Experienced advisors can help prepare your business for the next stage. An outside perspective can be invaluable in helping you to manage risk and improve performance for the future.
That’s what we’re here for. Kaufman Rossin’s business consulting group can help your company find ways to increase operational efficiency, align business strategies, obtain ROI from investments, and plan for the future, including possible mergers or acquisitions.
Business consulting services include:
Our Professionals






James Wolcott
Principal, Business Consulting Services
Miami
Since joining Kaufman Rossin in 2016, James has advised clients in a variety of industries, including technology, retail, wholesale distribution, manufacturing, real estate and construction, insurance and healthcare. Focusing primarily on core BCS practice areas, which include performance improvemen…
N.K. “Trip” Tripathy, MBA, CPA, CGMA
Principal, Business Consulting Services
Miami, FL; Dallas, TX
Trip is a highly accomplished CEO, COO and CFO, having served in senior management roles both in the U.S. and abroad. He has led major consumer products companies and retailers through a full range of business challenges including growth, profitability improvements and turnarounds. He also has co…
Nikoleta Angelova
Director of Transaction Advisory, Business Consulting Services
Miami
She has experience in transaction advisory across all layers of the capital structure, helping companies navigate mergers and acquisitions, due diligence and post-deal integration planning and execution. She advises companies ranging from pre-revenue to large-cap on financial management and growt…
Carlos Diaz
Director, Transformation & Integration
Boca Raton
He joined Kaufman Rossin in 2017, with experience in project roles in a variety of industries. His knowledge of both engineering and business combine to create a project manager with a problem-solving, deadline driven approach. At Kaufman Rossin he works with clients ranging from inve…
Ian Goldberger, CPA
Director of Transaction Advisory, Business Consulting Services
Boca Raton
Prior to joining Kaufman Rossin in 2016, Ian was a key member of a national medical group’s internal business development team, tasked with sourcing and executing strategic physician practice acquisitions. He has supported all aspects of the transaction process, including sourcing; analyzing trans…
Ryan Marks, CFA
Director of Corporate Finance & Strategy, Business Consulting Services
Miami
He consults to both for profit and non-for profit clients focusing on strategic planning, capital and transaction advisory, corporate restructuring and performance improvement engagements across a broad range of industries. He has extensive experience advising across a range of capital structure …






James Wolcott
Principal, Business Consulting Services
Miami
Since joining Kaufman Rossin in 2016, James has advised clients in a variety of industries, including technology, retail, wholesale distribution, manufacturing, real estate and construction, insurance and healthcare. Focusing primarily on core BCS practice areas, which include performance improvemen…
N.K. “Trip” Tripathy, MBA, CPA, CGMA
Principal, Business Consulting Services
Miami, FL; Dallas, TX
Trip is a highly accomplished CEO, COO and CFO, having served in senior management roles both in the U.S. and abroad. He has led major consumer products companies and retailers through a full range of business challenges including growth, profitability improvements and turnarounds. He also has co…
Nikoleta Angelova
Director of Transaction Advisory, Business Consulting Services
Miami
She has experience in transaction advisory across all layers of the capital structure, helping companies navigate mergers and acquisitions, due diligence and post-deal integration planning and execution. She advises companies ranging from pre-revenue to large-cap on financial management and growt…
Carlos Diaz
Director, Transformation & Integration
Boca Raton
He joined Kaufman Rossin in 2017, with experience in project roles in a variety of industries. His knowledge of both engineering and business combine to create a project manager with a problem-solving, deadline driven approach. At Kaufman Rossin he works with clients ranging from inve…
Ian Goldberger, CPA
Director of Transaction Advisory, Business Consulting Services
Boca Raton
Prior to joining Kaufman Rossin in 2016, Ian was a key member of a national medical group’s internal business development team, tasked with sourcing and executing strategic physician practice acquisitions. He has supported all aspects of the transaction process, including sourcing; analyzing trans…
Ryan Marks, CFA
Director of Corporate Finance & Strategy, Business Consulting Services
Miami
He consults to both for profit and non-for profit clients focusing on strategic planning, capital and transaction advisory, corporate restructuring and performance improvement engagements across a broad range of industries. He has extensive experience advising across a range of capital structure …






James Wolcott
Principal, Business Consulting Services
Miami
Since joining Kaufman Rossin in 2016, James has advised clients in a variety of industries, including technology, retail, wholesale distribution, manufacturing, real estate and construction, insurance and healthcare. Focusing primarily on core BCS practice areas, which include performance improvemen…
N.K. “Trip” Tripathy, MBA, CPA, CGMA
Principal, Business Consulting Services
Miami, FL; Dallas, TX
Trip is a highly accomplished CEO, COO and CFO, having served in senior management roles both in the U.S. and abroad. He has led major consumer products companies and retailers through a full range of business challenges including growth, profitability improvements and turnarounds. He also has co…
Nikoleta Angelova
Director of Transaction Advisory, Business Consulting Services
Miami
She has experience in transaction advisory across all layers of the capital structure, helping companies navigate mergers and acquisitions, due diligence and post-deal integration planning and execution. She advises companies ranging from pre-revenue to large-cap on financial management and growt…
Carlos Diaz
Director, Transformation & Integration
Boca Raton
He joined Kaufman Rossin in 2017, with experience in project roles in a variety of industries. His knowledge of both engineering and business combine to create a project manager with a problem-solving, deadline driven approach. At Kaufman Rossin he works with clients ranging from inve…
Ian Goldberger, CPA
Director of Transaction Advisory, Business Consulting Services
Boca Raton
Prior to joining Kaufman Rossin in 2016, Ian was a key member of a national medical group’s internal business development team, tasked with sourcing and executing strategic physician practice acquisitions. He has supported all aspects of the transaction process, including sourcing; analyzing trans…
Ryan Marks, CFA
Director of Corporate Finance & Strategy, Business Consulting Services
Miami
He consults to both for profit and non-for profit clients focusing on strategic planning, capital and transaction advisory, corporate restructuring and performance improvement engagements across a broad range of industries. He has extensive experience advising across a range of capital structure …






James Wolcott
Principal, Business Consulting Services
Miami
Since joining Kaufman Rossin in 2016, James has advised clients in a variety of industries, including technology, retail, wholesale distribution, manufacturing, real estate and construction, insurance and healthcare. Focusing primarily on core BCS practice areas, which include performance improvemen…
N.K. “Trip” Tripathy, MBA, CPA, CGMA
Principal, Business Consulting Services
Miami, FL; Dallas, TX
Trip is a highly accomplished CEO, COO and CFO, having served in senior management roles both in the U.S. and abroad. He has led major consumer products companies and retailers through a full range of business challenges including growth, profitability improvements and turnarounds. He also has co…
Nikoleta Angelova
Director of Transaction Advisory, Business Consulting Services
Miami
She has experience in transaction advisory across all layers of the capital structure, helping companies navigate mergers and acquisitions, due diligence and post-deal integration planning and execution. She advises companies ranging from pre-revenue to large-cap on financial management and growt…
Carlos Diaz
Director, Transformation & Integration
Boca Raton
He joined Kaufman Rossin in 2017, with experience in project roles in a variety of industries. His knowledge of both engineering and business combine to create a project manager with a problem-solving, deadline driven approach. At Kaufman Rossin he works with clients ranging from inve…
Ian Goldberger, CPA
Director of Transaction Advisory, Business Consulting Services
Boca Raton
Prior to joining Kaufman Rossin in 2016, Ian was a key member of a national medical group’s internal business development team, tasked with sourcing and executing strategic physician practice acquisitions. He has supported all aspects of the transaction process, including sourcing; analyzing trans…
Ryan Marks, CFA
Director of Corporate Finance & Strategy, Business Consulting Services
Miami
He consults to both for profit and non-for profit clients focusing on strategic planning, capital and transaction advisory, corporate restructuring and performance improvement engagements across a broad range of industries. He has extensive experience advising across a range of capital structure …