Private Equity & Hedge Funds

Proactive Advice for Fund Growth

It is uncommon to find an accounting and advisory firm that understands the complex requirements and deal flow of private equity and hedge funds. Even more rare is to find a team with intimate knowledge of how private equity works that takes a proactive approach to tax planning and to the financial advice they provide.

 

We with a variety of investment firms, individual investors and emerging companies. Our expertise begins with the critical start-up phase of a fund, where our professionals provide valuable structural advice to the fund’s general partner and legal counsel on partnership agreements, private placement memorandums, and other offering documents.

 

Once established, we continue to provide proactive advice and planning as the funds grow, advising clients on tax strategies and offering individualized, value-added solutions every step of the way. We have worked with traditional domestic debt and equity securities, distressed securities, foreign securities, and other investment partnerships, including funds of funds. If you are looking for a team that truly understands what you do, and has the experience to back up that statement, we would be happy to help. 

What We Do

  • Annual audit of financial statements
  • Preparation of tax returns and related schedule K-1’s
  • Assistance with all stages of private equity funds including partnership agreements, private placement memorandums, and other offering documents
  • Preparation of partnership economic and tax allocations
  • Quarterly compilation or review of financial statements
  • Corporate tax outsourcing
  • Performance reviews
  • Surprise examinations pursuant to Rule 206(4)-2 of the Investment Advisers Act of 1940
jim

Our private equity & hedge fund leader

Jim Leutenegger is a tax partner with more than 20 years of experience of providing tax consulting and compliance services to small and middle market businesses.  Jim has extensive experience working in the technology, professional services, distribution and light manufacturing industries operating in all 50 states and with considerable inbound and outbound transactions worldwide.

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