Private Equity / Portfolio Companies

Venture Capital and Private Equity firms have special needs when it comes to finding an accounting firm to help them with their accounting, auditing, tax and financial due diligence projects.

In addition to offering full-scope audit and tax service for private equity/venture capital firms and their portfolio companies, our advisors provide a variety of services to handle complex business matters, including:

  • Executive search services
  • Business valuations
  • Specialized tax services (cost segregation, research & development and energy studies)
  • State and local tax consulting
  • International tax and business advisory services
  • Internal audit assessments
  • Financial modeling and projections
  • Systems development, including internal control procedures, accounting and budgetary systems
  • Technology Consulting (design and implementation of computer systems, or maximization of an existing system).

In evaluating acquisition targets, our advisors work with private equity and venture capital firms to assess the viability of an acquisition and, if determined to be the best course of action, implement a successful acquisition plan. Our services include:

  • Pre-transaction evaluation & planning
  • Business valuation
  • Due diligence for buyers
  • Due diligence preparedness for sellers
  • Transaction modeling
  • Tax strategy & structure
  • Opening balance sheet audit
  • Purchase price allocation