Private equity (PE) firms, and their portfolio companies, have needs that are unique to industry and life cycle stage.

At Louis Plung & Company, we act as strategic advisors to PE groups through all stages of a deal, from origination and due diligence to value creation and successful exit.

Beyond traditional audit and tax services for PE firms and their portfolio companies, we also provide:

• Buy-side and sell-side due diligence
• Internal controls & operations due diligence
• Quality of Earnings (QofE) reports
• Business valuations
• Audit of “opening balances”
• Carried interest waterfall calculations
• Entity structure analysis
• Complex tax analysis