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.
Our professionals serving private equity firms include certified public accountants, certified merger and acquisition advisors and certified valuation analysts.
Services include tax compliance and consulting, managed tax services, state and local taxes (SALT) and tax transaction advisory. Learn more
Services include outsourced CFO services, technical accounting advisory, accounting for complex transactions and transactional accounting services. Learn more
Services include business valuation, data analytics for financial transactions, due diligence and quality of earnings, exit planning and succession advisory and investment banking. Learn more
Services include ERP lifecycle solutions, intelligent automation, data analytics and lease accounting software. Learn more
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 www.schneiderdowns.com/industries or contact us at [email protected].
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