How Much Did Haskell & Davis Raise?
Funding & Key Investors

Haskell & Davis, a prominent Woodland Hills-based accounting firm, has successfully secured a significant capital injection to bolster its operational capacity. This latest financing round, which brought in $201K, represents a major strategic investment in the firm's long-term growth trajectory. With a cumulative total of $351K in debt financing, the firm continues to solidify its market presence as a premier provider of tax and financial advisory services for high-net-worth individuals and corporate entities.

What is Haskell & Davis?

Haskell & Davis
Business ServicesAccounting for Legal Practices

Established in 1991 by former Ernst & Young alumni, Haskell & Davis has evolved into a full-service accounting powerhouse. The firm specializes in delivering bespoke tax, audit, and business advisory solutions across high-stakes sectors including aerospace, entertainment, healthcare, and real estate. By maintaining a focus on closely held businesses and complex financial structures, the firm has carved out a distinct competitive advantage in the California professional services market. Their commitment to integrating digital financial tools with traditional accounting rigor ensures that they remain a trusted partner for clients navigating intricate regulatory and fiscal landscapes.

How much funding has Haskell & Davis raised?

Haskell & Davis has raised a total of $351K across 2 funding rounds:

2020

Debt

$150K

2021

Debt

$201K

Debt (2020): $150K with participation from PPP

Debt (2021): $201K led by PPP

Key Investors in Haskell & Davis

PPP

Public-Private Partnership

What's next for Haskell & Davis?

The infusion of capital from this late-stage financing round positions Haskell & Davis to scale its service offerings and potentially expand its footprint within the competitive accounting landscape. As the firm leverages this liquidity, the focus will likely shift toward enhancing its technological infrastructure and deepening its expertise in specialized tax planning for high-net-worth portfolios. By prioritizing operational efficiency and client-centric innovation, Haskell & Davis is well-equipped to navigate the evolving demands of the modern financial services sector, ensuring sustained value creation for its diverse clientele. The firm's strategic roadmap suggests a continued emphasis on high-touch advisory services, reinforcing its reputation as a cornerstone of the Woodland Hills business community.

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Frequently Asked Questions Regarding Haskell & Davis Financial Insights

What are the most recent funding rounds that Haskell & Davis has completed, and what were the funding rounds?
Haskell & Davis has recently completed 2 funding rounds: Debt on Feb 16, 2021, Debt on Apr 27, 2020.
What is the total amount of funding Haskell & Davis has raised to date?
Haskell & Davis has raised a total of $351K in funding to date.
How many funding rounds has Haskell & Davis completed?
Haskell & Davis has completed 2 funding rounds.
How much funding did Haskell & Davis raise in its most recent funding round?
Haskell & Davis raised $201K in its most recent funding round.
Who are the lead investors in Haskell & Davis's latest funding round?
The lead investor in Haskell & Davis's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Haskell & Davis's history?
The largest funding round in Haskell & Davis's history was $201K.
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