Specialized Services for Private Equity and Venture Capital Firms

CBIZ Tofias‘ Private Equity and Venture Capital Practice serves clients ranging from early stage venture capital firms to some of the largest and most recognized private equity and venture capital firms in the world. Our service model delivers proactive and outstanding client service by professionals with deep industry expertise, all at competitive rates.

Our highly qualified audit* and tax team comprises many former “Big Four” professionals who have an in-depth understanding of the complexities of the private equity and venture capital industry. This combination of significant client attention provided by experienced industry professionals at competitive rates makes CBIZ Tofias the clear alternative to the national "Big Four" accounting firms.

Our team has significant experience addressing many of the challenges facing the private equity and venture capital industry, including meeting tax compliance deadlines; international structuring and reporting; investment valuations, including the application of ASC 820 (formerly FAS No. 157), Fair Value Measurements; and fund formation. Our engagement approach enables us to coordinate the services provided to both funds and their portfolio companies, providing our clients with the transparency and consistency needed to manage the accounting and tax considerations of their portfolio.

We also work closely with general partners to address the holistic needs of their firms, including individual partner tax planning, and tax-efficient strategies at both the investment and exit portion of the fund life cycle. In addition, we offer audit* and tax services to the fund’s portfolio companies across various industries, including:

• Software
• Biosciences and medical devices
• Manufacturing
• Distribution
• Information technology
• Media and communications
• Real estate
• Healthcare
• Service companies

CBIZ Tofias‘ Private Equity and Venture Capital Practice is the clear alternative to the "Big Four" accounting firms and has met “National Firm” Limited Partnership agreement criteria for audit* and tax services.

*Audit and other attest services provided by Mayer Hoffman McCann P.C. - Tofias New England Division, an independent CPA firm.