Where we help
Our founder’s public accounting career includes work with private equity sponsors and their portfolio companies.
Buy-side tax diligence
Spotting tax exposures and opportunities before you close.
Deal structuring
Modeling the tax impact of asset versus stock deals and entity choices.
Fund tax compliance
Partnership returns for the fund, with income allocated according to the distribution waterfall in your partnership agreement.
Investor K-1s & reporting
Accurate, timely K-1s and tax reporting for your limited partners.
Portfolio company support
Consistent compliance, planning and reporting across your holdings.
Exit planning
Positioning portfolio companies for a tax-efficient sale.
Contact
Have questions? Let’s talk.
Tell us a bit about your business and what’s on your mind. We’ll follow up to set up a conversation.