Private Equity Firm and Fund Services
Specialized Services for Private Equity Firms and Investment Funds
Private equity firms and their investment funds face distinct operational, regulatory, and reporting requirements that demand specialized expertise. From management company accounting and tax planning to fund audits, compliance, and investor reporting, Kreischer Miller delivers tailored services designed to support the full lifecycle of private equity operations. Our team works closely with firm leadership, finance teams, and external stakeholders to provide the technical precision, responsiveness, and continuity needed to manage complexity, support transactions, and meet evolving investor and regulatory expectations.
Services
Private Equity Firm Services
Financial statement audit services for the management company
Outsourced accounting and finance services
Tax planning, preparation, and compliance for the management company and its owners/executives
Tax structuring and transaction support
Estate, gift, and trust tax planning
Assistance with partner allocations for tax purposes
Transition/exit planning
M&A/transaction advisory services
Quality of Earnings
Business valuation
IT advisory
Talent advisory
SEC custody rule services, including surprise custody examinations
GIPS and non-GIPS performance reporting services
Operational due diligence and internal control services
Recalculations of distribution waterfalls and incentive and performance fees
Fund Services
Financial statement audit services for investment funds throughout their lifecycle, from initial subscription to final liquidation
Tax compliance
Assistance with international tax filings and foreign investors
Private Equity Firm and Fund Services Specialists
Todd E. Crouthamel, CPA
Email
Craig B. Evans, CPA
Stephanie Hannigan, CPA, MST
Jennifer L. Kreischer, CPA
Michael L. Lipschutz, CPA, CM&AA
Thomas A. Peters, CPA, CIPM
Brian J. Sharkey, CPA, CVA, CEPA
Richard Snyder, CPA, CGMA
