Private Equity

At Rose, Snyder & Jacobs, we understand the mindset and objectives of private equity groups. Understanding the specific goals of the group is paramount to its success, and we incorporate this knowledge to bring strategic solutions that help each individual organization and the entire equity portfolio.

Our experience with middle market companies provides us with the knowledge and experience to help our clients maximize the value of each portfolio company. We assist in all phases of planning and management, from acquisitions, strategic planning, individual company or portfolio tax planning and compliance, to management and operational consulting, and the sale and disposition of companies. We can quickly identify and quantify issues, and provide meaningful due diligence and transaction solutions, such as business models, cash flow models, and working capital engagements. We offer the comprehensive services expected of a top-tier firm with the customer attention of a boutique accounting firm..

We understand the importance of aligning the goals and strategies of each company with the goals of the entire group. Our advisory team can provide tax, accounting and advisory services at the portfolio and fund level, as well as the individual company level. Working with Rose, Snyder & Jacobs ensures that your organization is identifying and creating value at every level of your portfolio.

Our services for Private Equity controlled companies include:

  • Federal, State and Local Tax Planning and Compliance
  • International Tax Structuring and Compliance
  • Transfer Pricing
  • Executive Tax Compliance

  • Audit Services
  • Agreed Upon Procedures
  • M&A Due Diligence
  • Reverse Mergers & Public Shells
  • Internal Controls Assessment
  • Audit Preparation

  • Strategic
  • Financial and Analytical
  • Operational
  • Management
  • Human Resource Development