The Manufacturing and Distribution (M&D) Industry faces unique challenges. During the last several decades, the dynamics of the domestic manufacturing and distribution market have shifted dramatically. The trend toward off-shore manufacturing requires manufacturers and distributors to be more nimble than ever to remain competitive. For more than 30 years, Grassi & Co.’s Manufacturing & Distribution Practice has specialized in serving this dynamic and challenging industry.

1. Manufacturing &
Distribution Practice
Bringing businesses to the
next level

2. 2
Partner with a firm...
that offers solutions that
lead to financial growth

3. 3
Table of Contents
01 About Us 5 - 6
02 Our Services 9 - 10

4. 4
our partnership
promise...
working together to
manage your finances

5. 5
About Us 01
Grassi & Co. has a proven record of success providing exceptional service and proactive advice
that will assist you in achieving your business objectives. You will be served by a team of experts
who work with a variety of manufacturing and distribution organizations and have extensive
knowledge of the issues and challenges these organizations face in today’s economy. Our
professionals have deep experience ensuring client confidence that the services performed
will be completed efficiently, accurately, and precisely.
Grassi & Co. has built a strong reputation across the New York Metro area for providing timely
and accurate service. Clients rely on our services and advice to make decisions regarding
their business needs. Our practical approach will provide you with enhanced value and a
greater sense of comfort.
Managed by CEO and Managing Partner, Louis C. Grassi, and an Executive Committee
consisting of four additional senior Partners, Grassi & Co. has been serving the New York region
for over 30 years. With steady growth and an unwavering approach, our firm has developed
into a team of more than 200 professionals; each specifically trained to focus on your business.
The firm has grown as our clients have grown, allowing us to become one of the Top 100 largest
firms in the US according to Accounting Today and INSIDE Public Accounting; and a Top 20
firm in the New York Metro area according to Crain’s NY Business. In addition, INSIDE Public
Accounting has ranked Grassi & Co. as one of the Nation’s Fastest Growing Firms as well as
one of the country’s “Best of the Best” Firms. Grassi & Co. has also been ranked among the
Top 25 Best Places to Work in New York City by Crain’s NY Business and among the Top 10 Best
Companies to Work for in New York State by Best Companies Group.
Withastronggrowthrecordoverthepastdecade,Grassi&Co.offersitsclientsamultidisciplinary
range of services, including:
• Audit and Attest Services
• Tax Compliance and Consulting Services
• CFO Advisory and Accounting Management Services
• Business Advisory Services
• Forensic, Litigation Support and Valuations Services
• Technology Consulting Services
Our dedicated team of professionals cares deeply about what they do. Day after day, they
work closely with clients to maximize their success, find strategic solutions to business challenges,
and maximize their company’s and personal potential. Grassi & Co. prides itself on helping our
clients reach their next level of success.
Client-Centric Service Approach
Grassi & Co. is built around a client-centered, practice-focused approach, providing clients
with expertise based around their specific needs. Each practice group studies the dynamics of
their industry, gathering the necessary information to make positive business improvements for
clients. Our professionals meet with dozens of industry thought leaders and influential individuals
within the industry—clients, prospects, and advisors (insurance consultants, bankers, attorneys,
etc.)—to learn about key points and developments related to the industry.

6. 6
Manufacturing & Distribution Industry Expertise
The Manufacturing and Distribution (M&D) Industry faces unique challenges. During the last
several decades, the dynamics of the domestic manufacturing and distribution market have
shifted dramatically. The trend toward off-shore manufacturing requires manufacturers and
distributors to be more nimble than ever to remain competitive. For more than 30 years, Grassi
& Co.’s Manufacturing & Distribution Practice has specialized in serving this dynamic and
challenging industry.
Manufacturers and distributors turn to Grassi & Co. for world-class service and expert guidance.
Our team keeps abreast of cutting-edge financial trends and issues and uses this knowledge
to develop financial and tax strategies for clients. Whether it’s R&D tax credits, inventory
management advisement, or operational reviews, Grassi & Co.’s guidance has helped many
organizations reach the next level.
We know how important the manufacturing and distribution industry is to the economy and
our region. Grassi & Co.’s Manufacturing & Distribution Practice is committed to the growth of
the industry and can become an integral part of your success.
Our professionals are well-equipped to efficiently and effectively service various types of
manufacturing and distribution companies, including, but not limited to:
• Food & Beverage
• Building Materials
• Pharmaceuticals
• Electronics and Technology
• High-tech and Defense
• Retail and Apparel
Additionally, Grassi & Co.’s M&D Practice Team is in the forefront of thought leadership
through participation in industry research initiatives and organizations in order to stay attuned
to relevant changes in the industry that may impact our clients’ operations.
Whether it is environmental issues, technology, cost containment, supply chain management,
divestitures, sustainability, improving operations, or gaining insights into the market, our Team
is highly aware of the operating issues and accounting challenges that exist within the M&D
Industry. Grassi & Co.’s M&D Practice provides a clear perspective on how to drive value
in today’s complex, competitive and risk-driven environment by anticipating market trends
and communicating how these trends can influence and impact your decisions and business
operations. We strive to provide you with practical advice to help you achieve your objectives
and move your organization forward.
About Us01
working with a team of
professionals who...

7. 7
understand your business

8. 8
Services designed
to achieve results

9. 9
Our Services 02
Professional Services
With more than 200 professionals in the New York Metro area, Grassi & Co. has the knowledge
and ability to provide M&D organizations with the services they need to help bring their
businesses to the next level. Some of professional services we provide, include:
Audit and Attest Services
Our audit professionals have extensive experience providing a variety of services, including:
• Financial Statement Audits, Reviews and Compilations
• PCAOB Audits
• Initial Public Offerings (IPOs)
• International Financial Reporting
• SSAE 16
• Employee Benefit Plan Audits
Tax Compliance and Consulting Services
Our professionals provide a variety of tax compliance and consulting services, including:
• Preparation and Filing of Federal, State and Local Tax Returns
• International Taxation
• Income Tax Planning & Projections
• M&A Advisory and Transaction Structuring
• Tax Credits and Incentives
• Tax Controversy and Compliance (Federal, State and Local)
• Bankruptcy & Insolvency
• Financial Administration
• Succession and Estate Planning
CFO Advisory and Accounting Management Services
Our CFO Advisory and Accounting Management Team has extensive experience providing
the following services to help clients navigate through the complexities of today’s market.
• Executive Management
• Business Analysis
• Operational and Functional Management
• Budgeting, Forecasting and Projections
• Cash Flow Monitoring
• Fixed Asset Management
• Bookkeeping and Bill Paying
• Accounts Payable/Receivable
• General Ledger Accounting
• Cloud-based Accounting Software Solutions
• Financial Statement Preparation
• Month-end Closing

10. 10
Our Services02
Business Advisory Services
Grassi & Co.’s Business Advisory Services Practice consists of former CFOs and provides a suite
of consultative services, including:
• Sarbanes-Oxley Consulting
• Initial Public Offering (IPO)
Readiness
• Internal Audit Outsourcing
• Cash Flow and Budget Analysis
• Internal Controls Analysis
• Enterprise Risk Management
• Corporate Governance
• M&A Consulting
Forensic, Litigation Support & Valuations Services
For over three decades, our Forensic, Litigation Support and Valuation professionals have
served clients with regards to:
• Investigative Accounting
• Fraud Deterrence & Detection
• Litigation Support & Dispute
àà Expert Testimony
• Economic Analysis
àà Investment Decisions
àà Controversy Services
Technology Consulting Services
Grassi Technology Consultants, LLC, a subsidiary of Grassi & Co., offers full service IT consulting
specializing in the implementation and support for ERP systems. Consulting services include:
• Assessments
• Project Management
• Business Process Analysis
• Regulatory Compliance (HIPAA, SOX, ICD 10/SNOMED)
• Business Process Improvement and Leading Practice Recommendations
• System Design and Configuration
• Testing and Quality Assurance
• Production Support and Process Scheduling
• Project and Full Time Staffing
• Functional and Technical Expertise
• Valuations
àà Estate and Gift Taxes/Succession
Planning
àà Business Sale, Purchase or Merger
àà Buy/Sell Agreements
àà Corporate Financing
àà Litigation, Disputes and Arbitration
àà Bankruptcy/Reorganization
• Corporate Restructuring and Insolvency
Services
• Compliance
• Acquisition Due Diligence
• Management Advisory and Business
Optimization
• Strategic Planning
• Financial Modeling and Business
Structuring

11. 11
with guidance from
Grassi & Co.
Take control of your
future

12. 488 Madison Avenue
New York, NY 10022
(212) 661-6166
50 Jericho Quadrangle, Suite 200
Jericho, NY 11753
(516) 256-3500
www.grassicpas.com