Private Equity | National Practice

Accounting & Tax and Employee Benefits Services for Private Equity

Managing the fast-moving pace of the private equity sector with the highest level of attention to detail

Each phase of a private equity investment presents its challenges — from buy to grow to harvest. Our experience and precision allow us to address your fund work, as well as support the downstream needs of your portfolio companies. Pair our deep relationships with financial sponsors and intermediaries, including venture capital funds, mezzanine lenders, angel investors and investment banks, with our broad array of financial and advisory services, and you have an end-to-end service provider that can keep up with your pace.

Private Equity Advisory Solutions

CBIZ’s Private Equity Advisory group serves over 300 private equity firms and 1,500 portfolio companies across North America with services at every stage of the investment lifecycle. From deal advisory solutions to support your complex transactions to performance management to optimize business process and enhance EBITDA, our experienced team is your partner and guide. Learn more here about:

  • Deal Advisory
  • Performance Management & Improvement
  • Transaction Due Diligence
  • Carve-out & Integration Planning
  • Purchase Accounting
  • Post-Transaction Finance Forward Program
  • Budgeting & Strategic Planning
  • Executive Talent

Valuation Solutions for Private Equity

Our experienced valuation team provides the insight, supportable data and valuation analysis that clarify intricate scenarios involving significant transactions and reporting requirements. Learn more here about:

  • Business & Intangible Asset Valuation
  • Real Estate Valuation
  • Tangible Asset & Insurance Appraisals
  • Fair Market Value (FMV)
  • M&A Analyses, Modeling & Pricing Variances
  • Purchase Price Allocation
  • Fairness & Solvency Opinions

Financial Services Solutions for Private Equity

Our financial advisory and outsourcing teams provide insights, guidance and, most importantly, hands-on support to your accounting function, tailored to your unique situation. Services include support for business process outsourcing and bookkeeping, interim CFO and controller, complex accounting, financial statement preparation, multi-state and international tax outsourcing, and transaction accounting. Learn more here about:

  • Accounting & Advisory Outsourcing
  • Tax Consulting & Compliance
  • Audit & Other Attest Solutions

Customized Employee Benefits Solutions for Private Equity Firms

In a time when both the cost and quality of benefits are crucial to attract and retain top talent, CBIZ Financial Sponsors group is at the forefront of interpreting the health care market dynamics that shape your industry’s approach to benefit strategy. Leveraging our proficiency at identifying and implementing cost-containment solutions, CBIZ determines the best tactics that fit the needs of your unique competitive environment. Our team of experts will:

  • Address underlying factors driving benefit expenses to maximize profitability
  • Analyze and manage benefits costs and risk pre- and post-transaction
  • Provide both financial and cultural considerations when consolidating plans
  • Deliver proactive implementation strategies to streamline HR processes
  • Offer talent mapping and interim staffing solutions to support growth

Private fund advisors could face a financial statement audit and other reporting requirements under a proposed SEC rule change.