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. We also routinely help PE firms identify potential investment targets and make strategic introductions within our network to facilitate transactions.
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 advisory to tax, assurance to accounting, and everything in between.
- Accounting process review & optimization
- Accounting software selection/upgrades
- Business valuations
- Corporate governance
- Corporate restructuring & turnaround
- Cost segregation studies
- Dispute advisory
- Due diligence
- Employee retention tax credit
- Federal tax compliance & planning
- Fraud risk management
- Fund audits
- Post-acquisition department assessment
- Post-integration services
- International tax
- Investment company audits
- IPO readiness
- M&A transaction support
- Monthly accounting support
- Outsourced controller services
- Portfolio company audits
- Process improvement
- Quality of earnings
- Real-time financial reporting dashboards for investors
- R&D tax credit studies
- State and local tax compliance and consulting
- Technical accounting advisory
Calvetti Ferguson works with mid-market companies, private equity firms, and high net worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory or accounting need, our team stands ready to assist you. Please complete the form below, and we will follow up with you shortly.