Private Equity Consulting

In-depth knowledge for private equity firms and portfolio companies are delivered through consistent partner attention and team communication.

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Private Equity Consulting

In-depth knowledge for private equity firms and portfolio companies are delivered through consistent partner attention and team communication.

Paying for a big name may seem important for financial services, but getting timely communication is paramount. When choosing a firm to manage the comprehensive accounting, tax planning and business consulting needs of a private equity firm and for their portfolio companies, a trusted working relationship makes all the difference.

For private equity firms

You need timely quality of earnings analysis and transaction due diligence. You want insight on future tax impacts for your existing portfolio and future transactions. You need experienced advisors who understand how accounting standards impact valuation.

For portfolio companies

You need an advisory team to help you enhance operations and manage expenses. You want revenue growth and value creation for your equity investors, but also guidance for expansion, M&A targets or a future IPO. You need to understand your risks and your opportunities.

I want to emphasize that we go where the client needs us. We have clients with assets across the country. We have remote capabilities, and we will also meet them in person to build a trusted consulting relationship.
- William Cooper, CPA, Shareholder

Transaction due diligence

Accounting system evaluation
Balance sheet investigations
Customer trends
Fraud risk assessments
Payroll and benefits analysis
Quality of earnings analysis
Working capital evaluation

Accounting services

Accounting for:

Business combinations
Complex equity structures
Compensation arrangements
Complex debt arrangements
Impairment of intangible assets
Internal control issues
Revenue recognition

Tax planning

Holding company/fund entity structuring
M&A due diligence
Fund companies/shareholder tax reporting
Compensation structuring
Exit strategies
Estate planning
Family trust consulting

Applying industry best practices, we help private equity firms plan ahead and explore new targets. We give portfolio companies the financial foundation to focus on innovation and achieve their milestones. As our clients’ funds and companies gain value and create wealth, Walter Shuffain’s team of experienced family office professionals can also assist individuals and their families with tax planning to protect what they’ve built.

Through multiple deals or funding rounds, don’t settle for less guidance than you deserve. We invite you to learn more about Walter Shuffain and our deep roots in private equity.

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