Private Equity

Knowing the private equity sector means being sensitive to the fast-moving pace in which you operate and the need to have the highest level of attention to detail with services delivered on time. CBIZ CPA's experience and precision allow us to address your fund work, as well as support the downstream needs of your portfolio companies.

Pair our deep relationships with venture capital, investment banks, mezzanine lenders, and angel investors with our broad array of financial and advisory services, and you have an end-to-end service provider to help keep up with your pace.

Our knowledge of private equity, venture capital, hedge, and real estate investment funds has created efficiencies in our fund audits. We also offer strategic planning and analysis, tax planning and compliance services for funds and real estate investments, and valuations.*

Knowing you helps us deliver tax planning and compliance solutions tailored to the needs of your portfolio companies, as well as financial statement audits, quality of earnings reports and due diligence solutions, fairness and solvency opinions, strategic planning and analysis, and valuation services.*

INSIGHTS

4 Reasons Private Companies Should Care About ESG

By now, ESG is an acronym that every business leader should recognize. That’s because environmental, social, and governance (ESG) programs have become increasingly common across the business landscape, regardless of industry.

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Unclaimed Property and Spring Reporting Due Dates Beginning March 1

Unclaimed property refers to certain types of “intangible property” (such as uncashed checks, securities, refunds, customer overpayments, etc.) that a business owes to its employees, customers, vendors, creditors, or shareholders where there has been no activity/contact with the owner of the property for a specified period of time (“dormancy period”).

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Proposed Requirements for Private Fund Advisors Aim for Transparency, Audits

Private fund advisors could face a financial statement audit and other reporting requirements under a proposed SEC rule change.

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