Private Equity

Accounting, consulting, and due diligence to help private equity firms make informed decisions, manage uncertainty, and create value.

1,000+

PE investment funds served

2,500+

PE portfolio companies served

Top 10

U.S. firm*

Experience and insight that helps bring tangible value.

Private equity is a dynamic industry. Firms seek insights into a company’s strengths, weaknesses, potential risk areas, and improvement opportunities to manage, operate, and sell a successful business. FORVIS leverages extensive knowledge and a presence in the middle market to help provide one-stop services for private equity firms.

Our professionals cross multiple service lines to help private equity firms, investment funds, and their portfolio companies meet their needs in a fast-paced market. We tailor our approach based on your needs and routinely work together with our firm's deep global resources to develop strategies and services for your success, now and in the future. Combined with our Unmatched Client Experience^®—we listen, respond, and consult with purpose to serve you, whatever your needs.

From fund formation to exit strategies and beyond, our assurance, tax, and consulting services can help:

Provide fund management with the ability to measure and analyze your business
Deliver innovative due-diligence services for middle-market transactions
Increase financial information credibility
Manage tax liabilities and identify opportunities
Attain measurable growth in the value of your private equity investments

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Video

Q4 2023: A Big Quarter for Small Deals

Scott Linch, national industry leader of private equity at FORVIS, and Bob Dunn, managing director of GF Data, sit down with GrowthTV to look back on Q4 data and share their insights on what that means for the year ahead.

Whether you need the highest level of assurance or you’re seeking assistance with bookkeeping or keeping up with the latest changes, FORVIS can help.

Our assurance services include:

Financial Statement Audits—Funds & Portfolio Companies
Cash Basis to Accrual Basis (Initial U.S. GAAP Audit Assurance)
Purchase Price Allocation Assistance
Stock-Based Compensation
Lease Accounting
Revenue Recognition

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Develop advantageous tax strategies that allow you to plan for the future. Our tax consultants work full-time to keep up with changes in tax laws. We create strategies to help you take advantage of benefits within the tax law and reduce your tax burden.

Our tax services include:

Pre-Transaction Consulting

Preparatory Sell-Side/Buy-Side Tax Due Diligence
Separation/Carve-Out Procedures, Including ASC 740 Processes
Structuring & Strategic Tax Modeling

Transaction Consulting

Sell or Purchasing Transaction Support
Parachute Payments Planning Under Section 280G
Section 382 Planning
Stock Basis & E&P Studies

Post-Transaction Consulting

Purchase Accounting Under ASC 740 & 805
Tax Support for Separate Jurisdiction Valuations
Transaction Cost Analysis
Post-Transaction Structuring
Tax Cash Flow Forecasting
Stub Period Tax Return Compliance
Due Diligence Exposure Remediation

Onboarding & Integration:

Target Company Tax Process Documentation & Retention
Tax Function Process Alignment

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Leverage our extensive knowledge, experience, and presence within the middle market to help you make informed decisions. We provide a resourceful, one-stop source at any stage of the transaction lifecycle for private equity groups, portfolio companies, and companies that may be acquired or sold.

Our consulting services include:

Sell-Side Merger & Acquisition Consulting
Buy-Side Financial/Accounting/Tax Due Diligence
Sell-Side Financial/Accounting/Tax Due Diligence
IT Due Diligence
Post-Transaction Services
Interim CFO & Performance Improvement
Merger Integration & Transformation
ERP Implementation & Calibration
Purchase Price Allocation (Opening Balance Sheet)
Valuation of Tangibles & Intangibles
Equity Valuations

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How FORVIS Can Help You

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Transaction Advisory

Whether buying or selling, get valuable insight before transacting & committing your capital, energy, & reputation.

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PE Value Creation

FORVIS can help you attain measurable growth and momentum in your private equity investments.

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Investment Banking

Understand trends and learn how to enhance your company’s value in a constantly evolving market landscape.

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Is the Glass Half Empty or Half Full? A Data Based Outlook

On a recent episode* of ACG’s GrowthTV, Scott Linch, national industry leader of private equity at FORVIS, and Bob Dunn, managing director of GF Data, share their insights into a unique economic environment and its impact on dealmaking. They explore the data behind current trends in middle-market M&A, the sectors that are most active, and what to expect in the second half of 2023.

Posted with permission from Association for Corporate Growth (ACG).