Private Equity

Clearing the Path for What Matters

You want an accounting firm that can help solve business issues and provide support for the fund and its portfolio companies. We understand.

In fact, a significant portion of our firm’s revenue is generated from helping PE firms and their portfolio companies meet their business goals. We have driven results for portfolio companies that range from start-ups to businesses with over $1 billion in revenue. Our goal is to provide consistent and reliable accounting and financial services. We focus on eliminating communication and process hurdles and strengthening relationships with your business partners.

Whether you need assistance with your firm, a specific transaction or a portfolio company, our integrated, multidisciplinary teams are ready to guide you on everything from tax to advisory, assurance to accounting, and everything in between.

Services we offer

Audits, reviews, and compilations

Bookkeeping and payroll

Corporate governance

Credits and incentives

Dispute advisory

Due diligence

Federal tax compliance and planning

Financial reporting

Fraud risk management


International tax

IPO readiness

Outsourced CFO / Controller services

Process improvement

Quality of earnings

Restructuring and turnaround

Tax structuring

Technical accounting advisory


Jason Ferguson


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