Tax and Accounting Strategy for Investors, Limited Partners, and Private Equity

Investors, advisors, and private equity funds are experiencing radical change as funding for companies has reached record highs in the 2010s. While funding has continued to decrease over the most recent three-year period, investors are keen to see returns on their investments as funds reach maturity from the funding craze of the 2010s.

In recent years, investors have had to keep pace with their portfolio companies and must pay careful attention to cash flow, tax treatment, and capitalization rates.

Keeping pace with our clients is no easy feat. That is why we’ve developed tools and metrics that help investors and private equity firms understand their own progress against goals and how they measure up to the rest of the industry. To keep up with our clients, we’ve developed an advisory program to consistently deliver a first-rate client experience. Our proven method for delivering a successful On-Ramp includes:

Prior Year Tax Return Review of Investors, LPs, and Portfolio Companies Covering Missed Strategy and Deductions
QuickBooks, Xero, Accounting Systems Diagnostic
Financial Projections & Tax Liability
Tax Credits Analysis
Entity Considerations, Structuring Optimization, and Tax-Optimal Buy-Sell Agreement

Our focus is well beyond tax return filings, as we find investors are looking for a partner who can constantly deliver more. And that’s just what we do in our On-Ramp program.