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