Private Equity

Years of advising private equity firms and portfolio companies on a range of issues give us a well-rounded perspective of what’s at stake for investors and their operating partners. Our suite of services provide a one-firm solution for your accounting and consulting needs in fund compliance, acquisition due diligence, portfolio company compliance, operational improvement and support through the exit process. 

Services

We offer a full range of advisory and compliance services critical to private equity companies and their holdings, including: 

  • Efficient and pragmatic due diligence
    • Financial due diligence and Quality of Earnings analysis
    • Tax due diligence
    • Tax structuring
    • Operational/information technology due diligence
  • Operational improvement/business strategy advisory services
    • Assistance in identifying plans to increase enterprise value
    • Support in executing plans to achieve projected financial targets
  • Portfolio company services
    • Financial statement audits, reviews and other attest services
    • Tax compliance, planning and consulting
    • Opening balance sheet audit and purchase price allocation
    • Accounting services
  • Sell-side due diligence
    • Preparation of portfolio companies for a fast and efficient sale
    • Preparation of a sell-side due diligence report and analysis to minimize value leakage through the transaction process
  • Fund audit and tax compliance services
    • Financial statement preparation and consultation services
    • Financial statement audit and attest services
    • Tax return preparation and Schedules K-1
    • Tax research and consulting services
    • Review of waterfall calculations
    • Special purpose vehicles
  • Valuation services