Services for Private Equity Firms

Private equity firms face a number of issues, from increased oversight by stakeholders (lenders, limited partners (LPs), roll-over partners, etc.) to an ever-increasing competitive market with investment opportunities that have to be successful.

Just as private equity firms are familiar with the pressures to show returns, Schneider Downs is in helping firms throughout the lifecycle of your fund and portfolio investments. Our diverse team of experienced professionals can help private equity firms at every stage and deliver the trusted guidance to build value from investment by the LPs to that first platform acquisition to exit.

Assurance Services

Private equity firms, their funds and portfolio companies face unique audit and accounting challenges based on their structure and typical organizational requirements. Schneider Downs can help firms address these issues, including:

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

Tax Services

Tax planning and structuring is essential for private equity firms, and Schneider Downs has the experience and in-depth knowledge to assist private equity firms with tax planning and structuring needs, including:

• Analysis of uncertain tax positions and potential exposure
• Assessment of intangibles and amortization, representations, warranties and indemnifications
• Confirmation of tax entity
• Consulting on deal structure (asset, stock or hybrid) and applicable tax implications
• Evaluation of state and local income tax compliance, state sales and use tax exposure and tax attributes (NOLs, credits, etc.)
• Payroll tax reporting and advisory
• Post-transaction tax Services

SD Digital

SD Digital is dedicated to helping private equity firms’ de-risk and maximize their digital investments, with key services including:

• ERP System Implementation
• Software and Technology assessments
• Intelligent Automation

Consulting Services

The Schneider Downs Consulting team has the cross-functional business expertise to help private equity firms mitigate risks and maximize value, with key services including:

• Accounting Advisory
• Compliance Assessments (PCI, HIPAA, etc.)
• Cybersecurity and IT Risk Advisory
• Due Diligence (Buy-side and Sell-side, Financial and tax)
• Executive Compensation
• Fraud Risk Assessments
• IT Controls Review
• Managed Accounting Services
• Post-Merger Integration
• Valuation Services (of identified intangible assets)

Ready to Get Started?

For more information on our services, contact the team at [email protected].

Resources

• Services for Private Equity Overview

About Business Advisory Services

The Schneider Downs Business Advisory team empowers organizations in making informed decisions across accounting, financial, legal, and operational areas. From the ground floor to the C-suite, we provide strategic guidance to help clients succeed in today’s rapidly evolving business environment.

Learn more about our Business Advisory services or contact us for more information.