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The key to any successful Private Equity organization is building and maintaining the trust of your investors. KatzAbosch has the expertise to help you shine in your investor’s eyes and stand apart from the competition.
From our proactive and innovative tax planning and structuring, to our timely financial statements and annual K-1s, our experienced financial professionals are dedicated to your success. We help the Private Equity firm stand apart from their competition by exceeding their investor’s expectations with high quality and timely financial and tax reporting. KatzAbosch has the expertise in the private equity industry to provide a full range of services focused on the needs of the private equity firms and their portfolio companies. As changes continue to impact the industry, we stay informed and updated, bringing you the most accurate guidance and strategy.
We work hard to earn our client’s trust and hold all KatzAbosch employees to the highest standards for ethical behavior. We value respect for colleagues, clients, and contacts, as well as the importance
of confidentiality, at all times. We believe this is essential in building strong, long-term relationships.
Our services include, but are not limited to the following:
Accounting and Assurance Services
- Preparation and/or review of partner capital allocations
- Annual review or audit of financial statements
- Calculation and tracking of incentive fee allocations
- Preparation of quarterly compiled financial statements
- Outsourced accounting of management company and investment funds
Tax Compliance and Consulting
- Proactive tax planning
- Preparation of partnership federal and state tax returns
- Preparation of partner Form K-1s
- Preparation of General Partner and all affiliate entity tax returns
Management Advisory Services
- Consulting on organizational structure with start-up funds
- Providing recommendations for legal counsel, fund administrators, and other related service providers
- Cost-effective business consulting services for you and your portfolio companies
Valuation and Due Diligence Services
- Preparation of valuation of acquisition target
- Assistance with valuation of portfolio investments
- Assessment of the financial condition of potential acquisitions including identification of internal control weaknesses
- Preparation of finance projection analysis
- Planning for the most tax efficient deal structure
In addition, KatzAbosch was a founding firm of the Leading Edge Alliance (LEA), a global alliance of major independently owned accounting and consulting firms in the United States, Asia, and Europe.
For more information, please contact us at 1.800.989.6432 or info@katzabosch.com.