Walter & Shuffain - Certified Public Accountants & Business Advisors

Private Equity

By developing an understanding of your investment criteria, industry specializations, and the general structure of your investments, W&S can:

  • Assist you with your due diligence, tax structure, and related accounting and financial reporting issues
  • Provide auditing and tax compliance services at the fund level
  • Connect you with our base of clients and other relationships that may provide investment opportunities
  • Refer you to contacts who can recommend contract or full-time financial reporting and accounting assistance to your portfolio companies
  • Serving Private Equity Portfolio Companies

We typically enter at the time of initial funding, and our relationship matures as companies or properties are acquired or developed, often continuing long beyond the transaction. Our goal is to help ensure timely, efficient and accurate financial reporting to assist with decision-making and company compliance with tax reporting obligations. Our services include:

  • Traditional audit and tax services
  • Add-on diligence services

Based on a strong relationship with you, we provide team continuity and proven expertise that makes W&S easy to do business with on every transaction.  Our services capabilities for private equity firms include, but are not limited to the following:

Financial Due Diligence Services

  • Quality of earnings analysis
  • Working capital evaluation
  • Balance sheet investigation
  • Customer trends
  • Unrecorded liability identification
  • Payroll and benefits analysis
  • Evaluation of accounting systems, controls and procedures
  • Fraud risk assessments

Audit Services

  • Accounting for complex equity structures
  • Assistance with developing and adhering to revenue recognition policies in compliance with US GAAP
  • Accounting for business combinations, including accounting related to opening balance sheets
  • Accounting for share-based compensation arrangements
  • Evaluation of impairment of intangible assets
  • Accounting for complex debt arrangements, including convertible debt issuances and debt issued with warrants
  • Identification of internal control issues, and discerning and applying industry best practice

Tax Services

  • Tax Due Diligence
  • Tax Structuring
  • Tax Planning