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CORPORATE FINANCIAL ADVISORS, LLC

UEI: FZSBF553YWA5CAGE: 74GT8

CORPORATE FINANCIAL ADVISORS, LLC is a federal contractor, registered under UEI FZSBF553YWA5 and CAGE code 74GT8. It has been awarded $263,383 across 7 federal contracts. Primary work spans Offices of Certified Public Accountants, Administrative Management and General Management Consulting Services, and All Other Legal Services. Top awarding agencies include Securities And Exchange Commission and Department Of Justice.

Contact Information

Registration and classification details

Registration

UEI Code

FZSBF553YWA5

CAGE Code

74GT8

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

2XXS

NAICS Codes

541211Offices of Certified Public Accountants
541219Other Accounting Services
541611Administrative Management and General Management Consulting Services(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

CORPORATE FINANCIAL ADVISORS, LLC specializes in providing expert witness services and specialized legal advisory support to federal agencies, with a demonstrated focus on high-stakes litigation and technical testimony. The firm delivers precise, court-admissible analysis grounded in financial, regu...

CORPORATE FINANCIAL ADVISORS, LLC specializes in providing expert witness services and specialized legal advisory support to federal agencies, with a demonstrated focus on high-stakes litigation and technical testimony. The firm delivers precise, court-admissible analysis grounded in financial, regulatory, or operational expertise, often supporting complex DOJ proceedings where nuanced financial reasoning or institutional knowledge is critical. Their technical capabilities include forensic financial analysis, regulatory compliance evaluation, and the preparation of expert declarations and deposition testimony tailored to federal court standards. What distinguishes the firm is its ability to translate intricate financial or procedural matters into clear, authoritative narratives for judicial audiences, ensuring credibility and persuasive impact in adversarial settings. The contractor’s primary agency relationship is with the Department of Justice, where they have been engaged to support litigation through expert witness testimony. This suggests a focused partnership in matters requiring specialized financial or procedural insight—potentially involving fraud investigations, asset forfeiture, regulatory enforcement, or compliance disputes. The nature of the work indicates a trusted role as an independent technical authority, called upon to clarify complex issues under oath. The firm operates under NAICS 541199, which encompasses all other legal services not classified elsewhere—specifically, niche legal advisory roles that fall outside traditional litigation or transactional law. This positions them as a boutique provider of highly specialized legal support, often serving in advisory or testimonial capacities rather than general counsel functions. As a small, privately held entity (2L structure) based in Cottonwood Heights, Utah, CORPORATE FINANCIAL ADVISORS, LLC maintains a lean, mission-aligned operational model. While it holds no formal government certifications, its proven track record in supporting federal legal proceedings establishes a credible niche in the government legal services market. The firm’s geographic presence reflects a strategic focus on federal judicial and investigative needs rather than broad geographic expansion.

Key Performance Metrics

Awards Count

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Award Analytics & Distribution

Awards by Agency
Securities And Exchange Commission$199.2K75.6%
Department Of Justice$64.2K24.4%
Awards by NAICS
541211 - Offices of Certified Public Accountants$157.2K59.7%
541611 - Administrative Management and General Management Consulting Services$79.9K30.4%
541199 - All Other Legal Services$22.1K8.4%
541612 - Human Resources Consulting Services$4.1K1.6%
Awards by Agency Over Time
Export
Awards by Place of Performance

Open opportunities in CORPORATE FINANCIAL ADVISORS, LLC's top NAICS codes and agencies

NAICS: 541611
New
DIBBS
Defense Logistics Agency (DLA) Supply Chain Compliance & Traceability ServicesThe contract seeks providers to deliver secure documentation and systems that ensure full traceability across the defense supply chain, strictly adhering to Defense Logistics Agency and Federal Acquisition Regulation with Defense Federal Acquisition Regulation Supplement requirements. The scope centers on implementing robust solutions to track defense components from origin to final integration, ensuring authenticity, integrity, and compliance at every stage, with a focus on mitigating counterfeit parts and maintaining auditable records throughout the lifecycle of critical defense hardware. All systems must be designed to interface seamlessly with existing DLA infrastructure and support real-time reporting, data validation, and chain-of-custody verification. This subcontract is open for response until August 12, 2026, under the NAICS code 541611 for Management, Scientific, and Technical Consulting Services, and is managed by the Department of Defense’s Land Supply Chain ESOC Buys organization. The requirement demands proven expertise in defense supply chain security, regulatory compliance, and controlled documentation systems. Successful vendors will need to demonstrate prior experience meeting stringent DoD traceability benchmarks, and their solutions must be scalable, tamper-resistant, and aligned with current and evolving DLA standards for component accountability, without reliance on unapproved or legacy protocols.
LAND SUPPLY CHAIN ESOC BUYS

POSTED

about 7 hours ago

DEADLINE

in 7 days
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NAICS: 541611
New
DIBBS
Supply Chain Traceability Documentation ComplianceThe contract requires the maintenance and provision of comprehensive documentation to ensure full traceability throughout the supply chain in strict adherence to DFARS 252.225-7059 and associated federal restrictions on defense-related components. This subcontract mandates that all materials, components, and sourcing data be accurately recorded, tracked, and reported to verify compliance with U.S. government regulations limiting the use of certain foreign-sourced items, particularly those from specified countries. Documentation must demonstrate end-to-end visibility from raw material origin through final assembly, ensuring transparency and accountability for all parts incorporated into defense systems. The contract is under the Department of Defense, administered by the Construction & Equipment MRO SVC I agency, and carries a NAICS code of 541611 indicating it relates to management consulting services focused on operational compliance. It is solicited as a subcontract with a response deadline of August 12, 2026, and was posted on August 5, 2026. The work is expected to be performed without a specified geographic location, implying flexibility in execution but requiring robust, auditable systems to meet federal standards regardless of where the activities occur. Compliance is non-negotiable and failure to provide verifiable documentation may result in disqualification or contract termination.
CONSTRUCTION & EQUIPMENT MRO SVC I

POSTED

about 7 hours ago

DEADLINE

in 7 days
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NAICS: 541611
New
Federal
Request for Information (RFI) - Financial Accounting & Reporting Services
Solicitation # HHM402-2X-FN_ACCT
This is a Request for Information (RFI) issued by the Virginia Contracting Activity under solicitation number HHM402-2X-FN_ACCT to gather market research on Financial Accounting and Reporting Services in support of the Defense Intelligence Agency’s Office of the Comptroller. The RFI is not a solicitation for proposals or quotes and does not obligate the Government to enter into any contract; responses are voluntary and will be used solely to inform future acquisition planning. Interested parties are encouraged to review the attached Draft Statement of Work, which outlines the need for comprehensive support in General Ledger management, journal voucher processing, Fund Balance with Treasury reconciliations, asset life cycle accounting for real property, personal property, PP&E, IUS, leases, and CIP, as well as CLIN reconciliation and financial reporting to include Agency Financial Reports and other mandated financial statements. The work is governed by OMB Circular A-136 and must be performed using the FACTS system, an Oracle PeopleSoft-based platform. Performance is expected to occur primarily on-site at DIA Headquarters in Washington, DC, and requires contractors to possess a Top Secret with Sensitive Compartmented Information facility clearance, while all personnel must be U.S. citizens with an active TS/SCI clearance and be willing to undergo a polygraph. Deliverables are formalized through CDRLs with strict performance thresholds requiring 95% on-time and accurate submission for monthly reconciliations and financial reports, and 98% accuracy for transaction validation. The anticipated contract structure, if a solicitation follows, would include a 12-month base period with four optional 12-month extensions. Contractors must provide full organizational details including their Unique Entity Identifier, CAGE code, SAM registration status, and socio-economic certifications, including small business, 8(a), HUBZone, WOSB, VOSB, or SDVOSB status. No pricing, contract value, or evaluation criteria are included in this RFI, and no feedback will be provided on submissions. Responses are due by June 30, 2026.
Virginia Contracting Activity

POSTED

about 12 hours ago

DEADLINE

in about 20 hours
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NAICS: 541211
New
SLED
RFP IAO-26-01 - Assurance (Auditor) Services
Solicitation # 0000039946
The State of California’s Department of Consumer Affairs is seeking proposals for independent audit assurance services to evaluate the performance of Premier Health Group, LLC, the third-party vendor contracted to administer substance abuse recovery programs for multiple healing arts licensing boards. These boards include the Dental, Nursing, Physical Therapy, Physician Assistant, Osteopathic Medical, Pharmacy, Veterinary Medical, and Dental Hygiene Boards, all operating under the Uniform Standards established by Senate Bill 1441. The audit must be conducted by a qualified, external reviewer or team with no conflict of interest or affiliation with Premier or the Department, ensuring impartiality and compliance with Standard 15, which mandates an independent audit at least every three years. The auditor will assess Premier’s adherence to all 16 Uniform Standards, focusing on the effectiveness, integrity, and compliance of its monitoring activities for licensees in recovery programs, identifying strengths and weaknesses in operations, and recommending improvements aligned with the approved contract and statutory requirements. The selected proposer will collaborate directly with the Department of Consumer Affairs, its Internal Audit Office, and the relevant healing arts boards throughout the audit process. The audit scope includes a thorough review of Premier’s monitoring protocols, licensee tracking procedures, documentation practices, and overall program execution to ensure alignment with state-mandated standards designed to protect public safety. The audit must be performed by professionals with demonstrated expertise in internal auditing and program assessment, and findings must be presented in a manner that supports accountability and continuous improvement without compromising the independence of the review. The proposal submission deadline is August 31, 2026, at 4:00 PM, and all inquiries should be directed to Jennifer Martineau at the Department of Consumer Affairs. Proposers must ensure they meet all qualifications and compliance requirements to be eligible for consideration, as the audit serves a critical oversight function in maintaining the integrity of California’s licensee recovery programs.
State of California

POSTED

about 17 hours ago

DEADLINE

in 26 days
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NAICS: 541611
New
SLED
Compliance & Audit Readiness SupportThe contract titled Compliance & Audit Readiness Support is a subcontract aimed at ensuring the Creditron system adheres to all applicable state and federal regulations, with particular emphasis on data privacy protections and financial reporting standards. The work involves implementing and maintaining controls, documentation, and processes necessary to demonstrate ongoing compliance, preparing for regulatory audits, and addressing any identified gaps or vulnerabilities in the system's operational framework. This support is critical to safeguarding sensitive information and maintaining the integrity of financial operations under the jurisdiction of the Texas Department of Criminal Justice. The solicitation was posted on August 5, 2026, with a response deadline of August 19, 2026, and falls under NAICS code 541611, which classifies it as management consulting services. The performance location is not specified beyond the state of Texas, and no set-aside provisions are indicated. The contract is accessible through the Texas SmartBuy portal, and while no point of contact is listed, interested parties must submit proposals prior to the deadline to be considered for award. The scope requires a thorough understanding of regulatory frameworks governing financial systems within state correctional operations and the ability to provide actionable, sustainable compliance solutions.
Texas Department of Criminal Justice

POSTED

about 18 hours ago

DEADLINE

in 14 days
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