Private Equity Firm Services

PRIMARY CONTACTS: Edward FrielEvan Ogrodnik

Schneider Downs provides all of the traditional audit and tax services needed by private equity firms and their portfolio companies as well as specialized services including accounting advisory, investment valuations, equity incentive structuring, benefit plan analysis, operational efficiency and risk assessments, cybersecurity and technology solutions.

At Schneider Downs, our consultants help private equity firms maximize returns and build value from acquisition through exit. We also assist firms with compliance and accounting and tax regulations germane to your business structure and evolving needs.

Private equity firms face many issues from regulations and oversight to ever-changing market conditions that have a significant impact on investment opportunities and returns. With increasing pressures to increase value, private equity firms need experienced business advisors to work with throughout the lifecycle of the fund and portfolio company investments.

Creation of the actual fund, including structure, is just the beginning. Schneider Downs regularly assists our private equity firm clients with buy-side due diligence, including the assessment of quality of earnings, working capital and earnout calculations and tax due diligence.

Further, our tax professionals help quantify the tax risks and benefits associated with stock versus asset acquisitions and assist sellers in evaluating the after-tax proceeds associated with different transaction structures.

Private Equity Firms We Serve

Our professionals serving private equity firms include certified public accountants, certified merger and acquisition advisors and certified valuation analysts.

Private Equity Firm Services


Services include tax compliance and consultingmanaged tax servicesstate and local taxes (SALT) and tax transaction advisoryLearn more


Services include outsourced CFO servicestechnical accounting advisory, accounting for complex transactions and transactional accounting services. Learn more


Services include business valuationdata analytics for financial transactionsdue diligence and quality of earningsexit planning and succession advisory and investment bankingLearn more


Services include digital transformationdata analyticsbusiness process automation and technology consultingLearn more

Additional Private Equity Firm Services


About Schneider Downs Industry Groups

Schneider Downs recognizes that every industry is different, often presenting unique challenges that require individualized insight, innovation and experience. Our experience in these industries is enhanced through participation in focus groups, which address the characteristics that make these industries unique.  

For more information on additional industries we serve please visit or contact us at  

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Read Case Study


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Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

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