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Providing Solutions On Your Path to Innovation

Achieving Success When Selling to the World’s Largest Buyer

Providing Solutions On Your Path to Innovation

Achieving Success When Selling to the World’s Largest Buyer

Providing Solutions On Your Path to Innovation

Achieving Success When Selling to the World’s Largest Buyer

Providing Solutions On Your Path to Innovation

Achieving Success When Selling to the World’s Largest Buyer

Providing Solutions On Your Path to Innovation

Achieving Success When Selling to the World’s Largest Buyer

Federal Tax Reform: Opportunity Zones

Community Revitalization by Rewarding Private Investment

Section 199A Deduction for Pass-Through Entities

A Deduction of Up to 20% of Qualified Business Income

THIncIT

Leveraging Technologies to Improve 
Efficiency

Industries

Private Equity Services

How Can Cherry Bekaert Help Guide Private Equity Forward?

Leading private equity, venture capital, mezzanine and investment funds across the United States have come to rely on the experienced professionals at Cherry Bekaert for comprehensive assistance with all of their attest, transaction, tax and advisory needs. As our Private Equity fund client, you will benefit from our comprehensive understanding of the unique accounting, tax and regulatory matters facing your industry. As one of the largest accounting and consulting firms in the nation with a dedicated Private Equity services groups, our experience covers more than 1,000 deals with transaction value of $75B+.

Integrated Service and Timely Response

As a Fund client, you benefit from a service model that stresses a single point of contact that understands the need to quickly accumulate information, analyze it and assist you in making informed and timely decisions around audited financial statements, tax compliance or due diligence engagements.

We recognize the deadline driven environment in which you operate so we have developed a holistic service approach that produces on budget and on time results.

  • Fund Services
  • Fund Formation
  • Fund Audits and Tax Services
  • Form K-1 Preparation
  • Capital Account Maintenance
  • Valuation Studies
  • Rate of Return Calculations
  • Annual Surprise Audits
  • Income Allocations and Management Fee Calculations

Dealing with Complex Transactions

In addition to attest and tax practice, you can draw upon the vast experience of our Transaction Advisory Services practice. Our team is comprised of 50+ individuals focused exclusively on providing you valuation, financial, tax and IT due diligence services. This practice recognizes each transaction has its own unique complexities, and they draw from their prior experience gained in advising domestic and cross-border transactions in 147 countries.

Deal Support

  • Financial Due Diligence
  • Quality of Earnings
  • Working Capital
  • Tax Due Diligence & Transaction Tax Structuring
  • Carve-outs
  • IT Due Diligence

Valuations

  • Purchase Price Allocations (ASC 805)
  • Intangible Asset Impairment Studies
  • Warrant Valuations
  • Valuation Services
  • Portfolio Company Services

Cherry Bekaert’s private equity portfolio service offers you a comprehensive suite of assurance, tax and business advisory services. You will benefit from experienced professionals that understand the requirements and pace involved with private equity and recognize where to advise fund clients on operational improvements, cost reduction or risk mitigation that enhances investment value.

Let's Talk

Scott M. Moss

National Leader, Private Equity Services

Let's Talk

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