The Privately Held Company Group team is a dedicated group of professionals who focus on the audit, tax compliance and planning, and business advisory needs of public interest entities, and private companies and their owners. By helping private companies make strategic decisions throughout the business lifecycle, our practice is designed to help clients improve cash flow and increase owners' wealth accumulation. This includes access to capital markets, initial public offerings and assistance with growth into international markets. The team's clients primarily reside in private equity portfolio companies and the manufacturing, retail, wholesale and distribution, professional services and construction industries.
Extensive knowledge of the complex tax issues faced by non-publically traded companies in the manufacturing, distribution, and services sectors.
Extensive knowledge of day to day compliance and consulting for a variety of entities including corporations, partnerships, pass through entities, individual and Subchapter S corporations.
Extensive technical skills with FAS 109.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.