Private Equity Consulting
Private Equity Consulting
In-depth knowledge for private equity firms and portfolio companies are delivered through consistent partner attention and team communication.
Paying for a big name may seem important for assurance or tax services, but getting timely communication is paramount. When choosing a CPA firm to manage the comprehensive assurance, tax planning and business consulting needs of a private equity firm and for their portfolio companies, a trusted working relationship makes all the difference.
For private equity firms
You need timely quality of earnings analysis and transaction due diligence. You want insight on future tax impacts for your existing portfolio and future transactions. You need experienced advisors who understand how accounting standards impact valuation.
For portfolio companies
You need an advisory team to help you enhance operations and manage expenses. You want revenue growth and value creation for your equity investors, but also guidance for expansion, M&A targets or a future IPO. You need to understand your risks and your opportunities.
I want to emphasize that we go where the client needs us. We have clients with assets across the country. We have remote audit capabilities, and we will also meet them in person to build a trusted consulting relationship.
- William Cooper, CPA, Shareholder
Transaction due diligence
- Accounting system evaluation
- Balance sheet investigations
- Customer trends
- Fraud risk assessments
- Payroll and benefits analysis
- Quality of earnings analysis
- Working capital evaluation
- Business combinations
- Complex equity structures
- Compensation arrangements
- Complex debt arrangements
- Impairment of intangible assets
- Internal control issues
- Revenue recognition
- Holding company/fund entity structuring
- M&A due diligence
- Fund companies/shareholder tax reporting
- Compensation structuring
- Exit strategies
- Estate planning
- Family trust consulting
Applying industry best practices, we help private equity firms plan ahead and explore new targets. We give portfolio companies the financial foundation to focus on innovation and achieve their milestones. As our clients’ funds and companies gain value and create wealth, Walter Shuffain’s team of experienced family office professionals can also assist individuals and their families with tax planning to protect what they’ve built.
Through multiple deals or funding rounds, don’t settle for less guidance than you deserve. We invite you to learn more about Walter Shuffain and our deep roots in private equity.