Specialized in OTC Markets, 15c2-11 Compliance, Reg A+, and Reverse-Merger Readiness
WD Tate & Associates provides hands-on financial leadership to private and early-stage public companies navigating audits, disclosures, capital strategy, and go-public pathways.
WD Tate & Associates specializes in supporting emerging public companies with CFO-level financial leadership, regulatory readiness, and strategic guidance.
We focus deeply on OTC Markets, reverse-merger transactions, Reg A+ offerings, capital strategy, and public-company financial operations.
Our approach is hands-on, practical, and rooted in decades of experience supporting early-stage and growth companies as they navigate complex financial and compliance requirements.
Led by an experienced CFO with proven expertise in OTC, reverse mergers, audits and capital strategy
Not sure where your company stands in the go-public process?
Download our OTC Readiness Checklist to assess disclosures, financial documentation, and critical compliance steps.
This information is for general guidance only and does not constitute legal, audit, accounting, or investment advice. A client relationship begins only after an executed engagement agreement.
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