Our 45+ years 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.
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
The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. From its extension of Tax Cuts & Jobs Act provisions, to modifications of other tax laws and the addition of entirely new provisions, the OBBBA will affect businesses, individuals and even international taxpayers. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.
If your private company has received federal funds, you may need a grant audit. Visit our Grant Audit Resource Center for thought leadership insights, technical resources and a grant audit readiness checklist.
For our Transaction Services Group, celebrating their 10-year anniversary means more than a decade of offering M&A services to clients. This milestone marks the year when seasoned, industry veterans from global CPA firms began their own entrepreneurial journey to create a national, full-service practice built from the ground up.