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Private Equity Fund Services

In a world of rapid change, private equity firms need a partner who's always looking ahead. Our private equity fund services assure that your fund is optimally structured from a tax perspective and in compliance with accounting regulations. We prepare private equity funds for upcoming changes with client-centric approach that focuses on delivering services that are on time and on budget.

We've worked with hundreds of private equity funds, including buy-out, venture capital, mezzanine, small business investment companies (SBICs) and business development companies (BDCs). Responsive senior-level professionals and regionalized experience mean you won't have to wait long for an answer on an accounting issue. Tax managing directors provide oversight of tax services provided, from fund structuring and M&A issues to day-to-day compliance.

Our private equity fund services include:

Assurance

  • Fund organization and structuring
  • Valuations and FAS 157/ASC 820
  • Management fees, including deferrals and waivers
  • Income, loss and carried interest allocations
  • Distribution computations
  • Internal rate of return (IRR) computations
  • Financial statement preparation and disclosures
  • Specialized private equity services for SBICs and BDCs
  • Custody audits

Tax

  • Tax compliance and consulting services
  • Fund formation and implementation
  • Capital account maintenance services

Consulting

Most Popular Private Equity Fund Insights

VIDEO

Valuation trends in private equity

In this video series, industry professionals explore valuation policies, methodologies and fundamentals for private equity.

  • Kevin Vannucci, Christopher LaDue
  • |
  • October 14, 2016
The use of calibration in valuations

VIDEO

The use of calibration in valuations

Learn about the concept of calibration and its growing importance in private equity valuations.

  • Kevin Vannucci
  • |
  • October 14, 2016
How detailed should your valuation policy be?

VIDEO

How detailed should your valuation policy be?

Learn about the various approaches to forming and following valuation policies in private equity.

  • Kevin Vannucci
  • |
  • October 14, 2016

INSIGHT ARTICLE

GP Operations Compendium: Managing complexities of a private equity firm

Improving the many functions that reside in the private equity back office.

  • July 28, 2016

INSIGHT ARTICLE

Keeping ahead of changing regulations

As the SEC takes a greater interest in the private equity industry, general partners must take steps to keep ahead of the changing regulations.

  • John Hague
  • |
  • December 18, 2015

INSIGHT ARTICLE

Definition of accredited investor: Up in the air

New SEC proposal to redefine what makes an accredited investor could reduce the private capital market’s access to investors.

  • John Hague
  • |
  • January 08, 2015
Addressing financial fraud in the private equity industry

WHITE PAPER

Addressing financial fraud in the private equity industry

Facing market and regulatory pressures, private equity investors need to know how to identify and respond to potential issues of financial fraud.

  • John Rollins
  • |
  • June 04, 2014

VIDEO

Best practices in private equity valuations

This four-part video series explores excellence in private equity valuations.

  • Colin Sanderson, Kevin Vannucci
  • |
  • February 17, 2014

WHITE PAPER

RSM survey spotlights controller’s time management challenges

Time pressures confronting private equity controllers – and how to handle them.

  • Jeffrey Yager, Charles Riess
  • |
  • January 31, 2014

INSIGHT ARTICLE

More regulation in private equity investing

This article discusses the changing regulatory environment in private equity, and its effect on limited partners and private equity general partners.

  • John Hague
  • |
  • January 15, 2014
Valuations and the unicorn phenomenon

VIDEO

Valuations and the unicorn phenomenon

Learn about the impact of the unicorn phenomenon on private equity valuations.

  • Christopher LaDue

Contact our professionals

Contact us by phone 800.274.3978 or
submit your questions, comments or proposal requests.



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Events / Webcasts

EVENT

Private equity and the software industry

  • December 14, 2016

IN-PERSON EVENT

RSM’s holiday and networking event

  • December 01, 2016

RECORDED WEBCAST

M&A: What to expect in 2017

  • November 16, 2016

RECORDED WEBCAST

Carried interest and GP estate planning

  • November 15, 2016