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Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Transaction Advisory Services

Helping businesses navigate financial due diligence engagements and domestic and cross-border transactions.

Employee Retention Credit Tax Services

Expanded Employee Retention Credit (ERC) & how our professionals can assist you.

Industries

Private Equity

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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 dedicated Private Equity 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.

Brochures

New Markets Tax Credits for Private Investment Funds and Family Offices

Find out more about New Markets Tax Credits for private investment funds and family offices...

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CARES Act Provider Relief Fund Audit Requirements

Learn about CARES Act Provider Relief Fund (HHS COVID-19 Federal program) and find out if...

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Transaction Advisory Services: Capital Market Assessment

Learn about Capital Market Assessment & how our Transaction Advisory Services group can help assess...

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VIP Case Study

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Business Leaders Survey on Innovation and Growth

Cherry Bekaert partnered with the Washington Business Journal to survey business leaders on innovation and...

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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.

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Scott M. Moss

Private Equity Industry Practice Leader

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