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Consulting Services

Experienced insight to help you move with momentum.
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91

Consulting Net Promoter Score®

73

markets globally, with more than 150 service offerings

Capability

to serve ultra-large, global firms and middle-market clients

Propel Your Business Forward

An ever-changing world presents complex, varied, and evolving challenges. You’re faced with pressing issues at every turn. You don’t need to go it alone.

Consulting at FORVIS—a top integrated professional services firm with diverse teams and locations around the world—delivers a vision for the future of your business and helps you turn it into reality. Whatever your industry or area of need, you’ll connect with a team that brings subject matter experience along with the passion and intelligence to help you propel performance and efficiencies.

We’ll roll up our sleeves and work alongside you throughout the journey, bringing innovative strategies that work hand-in-hand with your technology ecosystems. We prioritize close collaboration and a genuine commitment to putting your needs first. It’s all part of our Unmatched Client Experience®—we listen to understand, respond, and consult with purpose to deliver value—and help drive your business forward.

Featured Consulting FORsights

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Realizing Value: FORVIS' Healthcare Market Point of View
FORVIS’ Healthcare Symposium 2023 revealed our market perspective on the capabilities needed to succeed in a risk-based care delivery model to encourage payors, providers, and employers to accelerate the transition to value.
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Investigating Fraud – 72 Hours to Get It Right
A successful fraud investigation may depend on what an organization does right after discovering a violation. Read on for best practices to consider.
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Chief Audit Executive Perspectives: Lessons Learned From the 2023 Bank Failures
Learning how to navigate the regulatory fallout resulting from the recent bank failures has proven to be challenging for many financial institutions. Read more.
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How FORVIS Can Help You

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Business Technology Solutions
Digitally transform your organization, from enterprise resource planning (ERP) to customer relationship management (CRM) and more.
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CFO & Business Consulting
Leverage digital innovation, navigate regulations, and enhance operations with tailored, technology-enabled strategies.
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Education Services
Easy-to-digest regulatory compliance training programs on complex topics for all-sized financial institutions.
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Employee Stock Ownership Plan (ESOP)
We can help you explore the potential benefits of ESOPs and whether they’re a good fit for your organization.
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Enterprise Risk & Quantitative
Our team of dedicated enterprise risk and quantitative consulting professionals is ready to help you proactively balance risk and opportunity in today’s interconnected and continuously evolving business environment.
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ESG & Climate Risk
Delivering tailored services that help clients build resilient businesses and contribute to a more sustainable future.
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Executive Search
Our strategic recruiting is refined based on our insight on finding the right professionals.
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Forensics
With a suite of forensic technology capabilities, including proprietary data mining software, we help drive efficiency into your investigations.
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Grants Management
End-to-end grants management and compliance services that help drive process improvement at every step.
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Government Contracting
Our tailored FORVIS team brings the industry experience and agility to guide you on your finance, accounting, and compliance matters related to government contracting.
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Healthcare Consulting
Respond rapidly and confidently to a complicated and ever-changing healthcare landscape with data-driven, technology-enabled solutions that help you make informed decisions to help increase value, quality, and results.
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Internal Audit & Compliance
Evolving risks occur at an unprecedented pace, forcing internal audit functions to assess the potential impact on the organization’s overall risk profile. FORVIS has the experience needed to guide clients in preparedness and risk mitigation efforts.
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Investment Banking
Understand trends and learn how to enhance your company’s value in a constantly evolving market landscape.
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IT Risk & Compliance Services
Protect your cybersecurity protocols, meet the latest regulatory requirements, and keep pace with industry best practices with help from our trusted advisors.
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Loan Review
Your credit quality is critical to your institution’s health and continued viability. We can assess associated risks to help you achieve your strategic goals.
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Private Equity Value Creation
Whether it's financial and operational performance improvement services, merger integration and transformation services, or ERP integration and enhancement—our team provides the experience and agility to drive value in your investments.
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Public Sector Advisory Services
Government entities are under the microscope. We can help navigate the demands of the environment with financial, operational, and risk services tailored to public sector needs.
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Financial Services Regulatory Compliance
Firms must continue adapting to ever-changing requirements and expectations in today's global regulatory environment.
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Restructuring & Turnaround
We bring practical services for your recovery, reorganization, and restructuring needs.
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Retirement Plan Consulting
Provide an effective retirement plan for your employees and meet fiduciary and ERISA responsibilities.
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SOC & HITRUST Solutions
Users expect assurances in today's outsourced, remote business environment. Go beyond boilerplate reports with SOC, ISO, and HITRUST certifications from FORVIS.
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Talent Shift
Talent Shift, LLC is a subsidiary of FORVIS, LLP. We offer a global community of highly skilled independent professionals for your top projects.
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Technology Consulting
CIOs and technology leaders need to provide value to the business, enhance operations, and modernize the technology stack.
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Transaction Advisory
Transactions of all sizes need guidance to move rapidly through financial, tax, and IT diligence steps to identify key risks throughout the M&A process. FORVIS can help you reach your transaction goals.
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Valuation
Count on our industry experience and relevant education to help assess the factors influencing the value of a business enterprise and intangible assets.
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Value-Added Analytics
Take your data from invisible to invaluable with right-sized analytics strategies.
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Wealth Management
Our knowledgeable wealth management professionals can tailor plans and services for high-net-worth individuals, families, and corporate retirement.
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Transformation Tools in Action

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Clari³ty Analytics Platform
This tool combines an interactive analytics platform with insightful analysis, letting clients make better data-driven decisions through evidence-based and validated diagnostics.
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TaxCred PRO™
This cloud-based platform connects you with FORVIS service teams so you can work collaboratively, helping prepare tax credit applications and financial reports more quickly than traditional methods.
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Program Economic Analysis
This higher education data analysis tool helps you visualize your data and gain insight into which programs are making money and which aren’t, which can result in significant savings.
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Related FORsights™
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Wherever you are on your journey, we can help drive your business forward.
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