Risk & Business Advisory Services

The alignment of operational and technological investments with your business goals is critical. From high-level issues involving strategic decisions, controls and project management, to operational details concerning information security, the Risk and Business Advisory practice at Baker Newman Noyes can help you align your objectives with your overall business plan. Clients turn to us to help them enhance operational efficiency, mitigate risk through control enhancement, and improve strategic decision making.

Advanced SOC for Service Organizations CertificateOur professionals have extensive backgrounds in information technology controls, data processing, operations and security, along with highly effective project management skills. The practice includes CPAs, CISAs, CISMs, CITPs, and a PMP. In addition, the lead of our practice, Patrick Morin, recently received the prestigious Advanced SOC for Service Organizations Certificate from the Association of International Certified Professional Accountants.

Do you need help with increased process efficiency, cost reduction, cash flow improvement, project management, or process controls and quality? We provide the objectivity, process organization, technological know-how, and solutions you need.  And, our knowledge of a wide range of industries uniquely qualifies us to meet your requirements.

Here are some of the ways we’ve helped our clients:

System Implementation for a Print Manufacturer Trusted Advisor for a Long-Term Care Facility Business Structure Feasibility for a Start-Up Benefit Plan
Process Assessment for a Maine-Based Hospital Facilitation of Compliancy Project for a Peer Group of Maine Hospitals System Selection for a Specialized Pharmaceutical Company
CISO Security Assessment for a National Construction Company Network Audit and Vulnerability Assessment for a Northern New England-Based Hospital Cybersecurity Incident Response Service for a Massachusetts-Based Company

Learn more about how we can help you:

Risk Services

Questions on Business Risk Services? Contact our lead, Patrick A. Morin.

Business Advisory Services

Questions on Business Advisory Services? Contact our lead, Ilona Davis.

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Lead Contacts

Patrick Morin


Pat began at Baker Newman Noyes in 1995 when the firm was founded, having previously been with one of our predecessor organizations since 1988. Pat is a principal of the firm and the director of the risk and business advisory practice.

Ilona Davis


Ilona has more than twelve years of experience leading and coordinating the daily efforts for audit and consulting projects across numerous industries. She has provided a wide range of advisory services, including regulatory compliance and controls, IT and business risk management, service organization examinations including SOC examinations, IT strategy, system selection, IT security, IT audit, and business process improvement.

Team Members

Emily Antonico Peter Fortunato Krystal Martin Zachary Porter John Rizzo Stacey Sherwood