Portfolio Company Services
Supporting Portfolio Company Performance and Value Creation
Portfolio companies operate under heightened expectations for performance, reporting, and value creation. Kreischer Miller works closely with portfolio company leadership teams to provide the advisory, accounting, and tax support needed to strengthen operations, improve financial visibility, and support strategic initiatives throughout the hold period. Whether addressing complex accounting requirements, supporting acquisitions, enhancing internal controls, or planning for exit, our team delivers practical, execution-focused guidance aligned with sponsor objectives and management priorities.
Services
Advisory Services
M&A/transaction advisory services
Quality of Earnings
Business valuation
Benchmarking business performance
Transition/exit planning
IT advisory
Talent advisory
Audit & Accounting Services
Audits, reviews, and compilations
Outsourced accounting and finance services
Agreed-upon procedures
Interpretation and application of complex accounting standards
Financial forecasting
Risk assessment and internal control reviews
Internal control design, implementation, and testing
Employee benefit plan accounting
Revenue recognition (ASC 606)
Business Combinations (ASC 805)
Tax Services
Tax planning, preparation, and compliance for the portfolio company and its owners/executives
State and local tax
Sales and use tax planning, compliance, and audits
Nexus studies and planning
Tax planning for M&A
Tax efficient succession planning and exit strategies
Estate, gift, and trust tax planning
Portfolio Company Services Specialists
Reed Brown, CMI
Email
Todd E. Crouthamel, CPA
Stephanie Hannigan, CPA, MST
Roman Leshak, Jr., CPA
Michael L. Lipschutz, CPA, CM&AA
Brian J. Sharkey, CPA, CVA, CEPA
Richard Snyder, CPA, CGMA
