Transportation, Logistics & Distribution
As legislation, consumer demands and supply chains evolve, we help the transportation, logistics, and distribution industry minimize disruption, optimize tax credits and harness data-driven technology.
Transportation, Logistics & Distribution
In a dynamic and evolving regulatory landscape, businesses across transportation, logistics and distribution must embrace the latest trends while anticipating where obstacles may lie.
Distributors work tirelessly to provide knowledgeable sales representatives, exceptional customer service and quick turnaround on order placement. At the same time, global supply chain complexity continues to grow, making automation, compliance management, stock keeping unit (SKU) proliferation, financial integration and forecasting essential for future readiness.
Transportation, logistics and distribution solutions
Our advisory services are tailored to the challenges you face every day. Whether it’s business intelligence and visual analytics in easy-to understand dashboards, automating processes with robotic process automation (RPA) or addressing cybersecurity and information technology risks, our consulting advisors guide you each step of the way.
Global trade management
Operating in a global trade environment shaped by tariffs, shifting policy and increased enforcement can directly affect cost, speed and reliability. Global trade management services help integrate trade and tax strategy to manage duty exposure, strengthen customs compliance and support efficient cross-border operations.
Services include assessing tariff impact, optimizing customs valuation and classification, improving import and export processes and aligning trade planning with tax, credits and incentives strategies. This approach improves visibility, reduces risk and supports resilient global operations as trade rules evolve.
Cybersecurity
With the increasing reliance on digital technologies, transportation, logistics, and distribution companies are highly vulnerable to cyberattacks. Baker Tilly’s risk advisory services offer a proactive approach to managing risk by delivering internal control reviews, cybersecurity assessments and forensic accounting to detect and mitigate fraud. We help transportation, logistics and distribution companies build resilient operations that safeguard assets and enhance governance and compliance frameworks to avoid financial losses and reputational damage.
Digital solutions
The adoption of new technologies, including artificial intelligence (AI) and advanced analytics, equips businesses to navigate constant competitive challenges and provides opportunities for cost reduction, risk management and increasing stakeholder value. Leveraging available data to make informed decisions is essential when considering major changes to distribution or supplier networks. These technologies help in optimizing routes, predicting demand, managing inventory and enhancing customer service. AI-driven systems can analyze vast amounts of data to provide actionable insights and automate decision-making processes.
Baker Tilly stands as a trusted advisor, guiding businesses through these digital transformations for a sustainable competitive advantage. We help in assisting in the selection, implementation and optimization of enterprise resource planning (ERP) systems to ensure seamless integration across all supply chain functions. Depending on the new features or functionalities your business needs, cloud solutions enable you to seamlessly adjust and expand your ERP requirements as necessary.
Private equity
As global supply chain complexity grows, wholesalers that maximize supplier partnerships will improve profitability. Baker Tilly provides comprehensive support to both private equity investors and companies in the transportation, logistics, and distribution industry. Our consultants can help to identify potential risks and opportunities, ensuring informed investment decisions for all parties, and provides ongoing support to ensure sustained investment growth.
Tax credits and incentives
Transportation, logistics, and distribution companies may qualify for a wide range of federal, state and local tax incentives, including fuel and clean energy credits, bonus depreciation and investment tax credits. We help identify eligible opportunities, navigate complex requirements, support compliance and maximize the value of incentives tied to operations, fleet investments and growth initiatives.
Improve cash flow
Supply chain forecasting in manufacturing for a consumer products company
Explore this client success storyMergers and acquisitions services
During mergers and acquisitions (M&A) or other transactions it’s important to ensure the accuracy and reliability of financial statements to make informed decisions. Our M&A advisory team in the transportation, logistics, and distribution sector brings deep industry knowledge to help you navigate complex transactions, reduce risks and achieve strategic goals. We provide expertise in areas like freight forwarding, truck brokerage, warehousing and transportation management to help companies optimize value and ensure compliance with tax regulations.
By the numbers
Baker Tilly serves third-party logistics companies, freight management firms and transportation service providers across diverse end markets. Through our assurance, tax and consulting services, we help you manage risks, comply with complex regulations and capitalize on growth opportunities.
Ownership structures we serve
Transportation, logistics and distribution companies operate under a wide range of ownership models, each with distinct financial, operational and regulatory considerations. Baker Tilly works with organizations across the ownership lifecycle, tailoring services to align with growth objectives, governance requirements and long-term value creation.
Private equity
Private equity firms actively invest across trucking, logistics, marine, rail and infrastructure assets, often pursuing consolidation, operational efficiency and technology-enabled margin improvement. Baker Tilly supports sponsors and portfolio companies through private equity & portfolio company services, mergers & acquisitions and transaction advisory services, helping drive value from acquisition through exit.
Family-owned and closely held
Family- and founder-owned transportation companies often prioritize long-term stability, customer relationships and operational reliability. Baker Tilly helps owners manage growth and transition planning through family business advisory, private wealth services and trust & estate planning, aligning business strategy with personal and family goals.
Publicly owned and IPO-ready
Public ownership enables transportation companies to access capital markets to fund expansion, infrastructure investment and technology modernization while supporting transparency and scale. Baker Tilly works with public and pre-IPO organizations through public company audit, IPO readiness, Sarbanes-Oxley (SOX) compliance, internal audit, risk advisory and global trade management services to strengthen governance and regulatory readiness.
Venture capital–backed
Venture capital investment in transportation is concentrated in technology-enabled models, including freight marketplaces, logistics platforms, supply chain visibility tools and autonomous or electric vehicle solutions, supporting rapid scaling and innovation. Baker Tilly works with venture-backed organizations through due diligence, transaction advisory services, valuations, CFO advisory services and digital consulting to support investment readiness, scalable operations and data-driven decision-making.
Inside the One Big Beautiful Bill Act: A deep dive into its tax provisions
Your central source for in-depth analysis of the One Big Beautiful Bill Act. Stay informed with insights and commentary from our trusted leaders, featuring detailed articles on each tax provision and its implications.
