Private Equity

The key to any successful Private Equity organization is building and maintaining the trust of your investors. KatzAbosch has the capability 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 financial professionals are dedicated to your success.

KatzAbosch has developed a team for 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.

Our multidisciplinary team has robust insight into specific strategies for niche industries, such as biotech, health and life sciences and real estate. Our services include, but are not limited to the following:

Accounting and Assurance Services

  • Preparation and/or review of partner capital allocations
  • Annual audit of financial statements
  • Audit liaison services to help communicate with auditors and provide appropriate documentation/calculations
  • 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

  • Preparation of partnership federal and state tax returns
  • Preparation of partner Form K-1s
  • Preparation of General Partner and all affiliate entity tax returns
  • Preparation of fund and management company federal and state income tax returns
  • Consulting on fund structure, domestic and international
  • Portfolio company income tax compliance and consulting
  • Section 1202 stock planning and consultation
  • Transaction advisory services

Management Advisory Services

  • Providing recommendations for legal counsel, fund administrators, and other related service providers
  • Due diligence services on acquisition targets
  • Consulting on organizational structure with start-up funds
  • 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

Ryan Sturm: MD CPA |KatzAbosch Director & Co-Chair of Tax Department & Real Estate Specialty Group

Primary Contact

Kristin Hucht: Maryland CPA Providing Accounting & Auditing Services

Primary Contact