PRIVATE EQUITY

Moore Colson knows the equity investment business. Our dedicated team of financial, tax and accounting professionals are experts in the specialized due diligence, deal structuring, financial reporting, and tax requirements that equity investors face. For over 30 years, Moore Colson has provided the intellectual strength, unique industry experience, professional leadership, and entrepreneurial spirit to formulate and execute the innovative solutions necessary to meet the special challenges of today's equity investors and their portfolio companies.

SERVICES

Consulting & Transaction Services

We assist our private equity clients with specialized transaction services including:

• Assessment of: quality of revenue, earnings or net assets; financial and accounting infrastructure; financial management and accounting personnel; and inherent tax compliance risks.
• Evaluation of management's forecast and bridge to historical performance
• Determination of optimal transaction structure for finance and tax purposes
• Identification of critical transitional risk and service requirements
• Financing and refinancing alternatives
• Mergers and acquisitions structuring and transaction consulting

Tax Services

We guide our clients through the taxation issues of special importance to private equity firms, including:

• Income waterfall compliance verification
• Federal and state income tax compliance and projections
• Foreign partner compliance reporting

Assurance and Risk Management Services

We help minimize your risk and provide assurance by assisting funds with:

• Financial statement verification GAAP and Tax audits
• Accounting/technical advisory services regarding Investment Valuation etc.
• IT risk & security assessments

Portfolio Company–Related Services

Business Assurance & Tax Compliance Services

We are experts in the specialized financial reporting and tax services for middle market companies:

• Financial statement audits
• Employee benefit plan audits
• Technical accounting consulting
• Federal and state income tax complianc
• Tax projections and planning
• Federal & State tax credits (research & retraining credits, etc.)
• Timely preparation and issuance of financial reports, K-1s, tax returns
• FIN 48 compliance(Accounting for Uncertainty in Income Taxes)

REPRESENTATIVE LIST OF PRIVATE EQUITY STAKEHOLDERS:

Middle market private equity funds, SBIC Funds, venture funds, mezzanine funds, and privately-held businesses (sell side).

If you would like to request more information about how Moore Colson can help your PRIVATE EQUITY business, click on Tim Ayres or Mike Anderson.
Moore Colson can point you in the right direction!