GMS SURGENT
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      • PA EITC Overview >
        • PA EITC Step by Step
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​Professional Services Firms

Our expertise at GMS Surgent benefits companies just like yours – professional services firms that are ready to take it to the next level. We have partnered with clients to help them become successful through improving systems, workflow, tax planning, and reporting to management and outside parties such as lenders and investors.

GMS Surgent is proactive in identifying opportunities and many of our clients count on us as an essential member of their advisory team, in addition to their financial advisor and attorney. We leverage our knowledge of other companies we serve, as well as our involvement in the service industry, to bring a comprehensive approach to helping our clients beyond the typical audit and tax issues. Our commitment to serve as business and financial advisors to our clients means we are frequently able to suggest alternative approaches or procedures resulting in substantial savings of time, money, or both.
 
Services most commonly provided include:
  • Preparation of management statements suited to practice/owner needs
  • Budgeting and profitability analysis
  • Overview practice management
  • Business succession planning or sale/merger analysis and consulting
  • Analysis of expansion through ancillary services
  • Capital investment and purchase/lease evaluation
  • Tax planning and compliance
  • Wealth accumulation for the principals
  • Assessment of existing and alternative compensation plans
  • Entity and tax structure
  • Historic trend analysis 

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​Lauren Adamski, MT, CPA
Managing Member
P: 484.395.2205
F: 610.975.9132
LaurenA@gmssurgent.com
OVERVIEW

REAL ESTATE

CONSTRUCTION

EMERGING TECHNOLOGY

LIFE SCIENCES

MFG AND DISTRIBUTION

PREFERRED INDIVIDUALS

PRIVATE EQUITY AND VC

PROFESSIONAL SERVICES FIRMS

RETAIL AND CONSUMER GOODS

TRUSTS AND ESTATES

NON-PROFIT ORGANIZATIONS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

Picture Map Directions

P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
HOME | WHO WE ARE | WHAT WE DO | WHO WE SERVE | EMPLOYMENT | RESOURCES | CONTACT US  | CLIENT PORTAL LOGIN
237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL