CPA Practice

MARCH 15, 2024

accounting firm that has secured a substantial investment from a private equity group, after Chicago-based Grant Thornton—the seventh-biggest firm in the nation by revenue—said on Friday it will receive “a significant growth investment” from New Mountain Capital “to accelerate [our] business strategy.”

Legal 80

Legal Technology New York accounting firms 80

Withum

JANUARY 31, 2023

Building off the substantial growth in financial services, including the SPAC sector, Withum, a top 25 advisory and accounting firm, announced the promotion of partner Jay Shepulski to the National Leader of its Private Equity Practice. The post Jay Shepulski to Lead Private Equity Practice at Withum appeared first on Withum.

auditor 98

auditor public accounting audit tax services 98

Withum

SEPTEMBER 15, 2023

Download Survey Illuminating Trends in Private Equity Firms There is an industry consensus that specialization amongst private equity firms is increasing, so we researched over 700 private equity firms and conducted a client survey.

52

52

Going Concern

SEPTEMBER 8, 2023

They include former Sydney financial adviser Gavin Brown, who owns 35% of PwC’s Indigenous Consulting through his private company, Validus Private Wealth. Andrea Guerzoni, EY’s global vice chair of strategy and transactions, told Private Equity News: “We’ll refresh our strategy following the appointment of the new CEO.

Tax 112

Tax Kansas Arkansas Real Estate 112

Withum

FEBRUARY 8, 2024

The new regulations will also apply to other securities, such as government bonds and equities. The SEC, led by Chair Gary Gensler, has been focusing on the Treasuries market and the private-funds industry as areas that need more regulation.

CPA 105

CPA Government Account accountant 105

CPA Practice

FEBRUARY 5, 2024

Baker Tilly said on Monday it has received a “significant investment” from private equity firms Hellman & Friedman and Valeas Capital Partners in what the top 10 accounting firm says is the largest private equity investment in the CPA sector thus far. Baker Tilly’s firms in the U.S. had revenue of $1.58

Legal 64

Legal CPA public accounting accounting and finance 64

CPA Practice

OCTOBER 31, 2023

Know the difference between debt financing and equity financing These two terms get thrown around a lot when discussing fundraising. Those funds can come in the form of a bank loan, line of credit or a loan from private investors. With equity financing, on the other hand, the business is not obligated to pay back the money raised.

Missouri 124

Missouri Agriculture Finance Washington 124

Going Concern

JANUARY 4, 2024

Battle provides assurance services to clients in the real estate industry, including real estate funds, public non-traded real estate investment trusts, investment companies, and property management companies. Petrucelli advises private equity and corporate clients on mergers, acquisitions and divestitures. Technology Practice).

Real Estate 59

Real Estate Hospitality Construction audit 59

Cherry Bekaert

FEBRUARY 12, 2024

Overview The overall decline in private equity M&A deal volume in 2023 was largely driven by a slowdown in the technology sector, with M&A activity down double digits year over year. Carve out technology acquisitions also continued to be attractive to private equity buyers. compared to Q4 2022. [1]

Technology 52

Technology Healthcare Washington Finance 52

Accounting Today

SEPTEMBER 1, 2023

The Securities and Exchange Commission is facing a lawsuit filed Friday by a group of financial industry trade associations over its recently approved rule, which would require more disclosures of fees and expenses and annual audited financial statements of private equity and hedge funds.

audit 75

audit financial statements 75

Withum

DECEMBER 20, 2023

However, the private equity industry has been slow to adopt ESG reporting standards, leading to a fragmented approach to collecting and reporting ESG data. The Initiative is committed to streamlining the private investment industry’s historically fragmented approach to collecting and reporting ESG data.

Gaming 52

Gaming Government Start-ups 52

KROST

JUNE 20, 2023

At KROST, our professional team has in-depth knowledge and expertise in the Financial Services industry. We have assisted the management companies of Hedge Funds, Money Managers, Private Equity Firms, and their principals with a wide range of accounting and tax services for the last 15 Read the full article.

cpas 83

cpas tax services Tax Account 83

CTP

MAY 24, 2023

One potential strategy for maximizing the benefits of oil and gas investing is to take advantage of the tax incentives and deductions available to investors in this industry. Another tax advantage strategy for oil and gas investors is to invest in private equity funds that specialize in the oil and gas industry.

Tax 97

Tax Maine income tax Government 97

Going Concern

AUGUST 25, 2023

The Profession 2023 Accounting Firm Industry Insider Series: Key Takeaways from In-Depth Conversations with Managing Partners (Part 1) [ JD Supra ] Russell Shapiro of Levenfeld Pearlstein talks to managing partners about what’s happening in the profession. The accounting industry is in a state of transition.

tax preparation 95

tax preparation CPA payroll tax Illinois 95

CPA Practice

MAY 3, 2023

By Austin Weinstein, Bloomberg News (TNS) Gary Gensler is again blasting hedge funds and private equity firms for the fees they charge investors, as the Securities and Exchange Commission plows ahead with plans to boost oversight of the private fund industry. Visit bloomberg.com.

Maine 64

Maine Account accountant accounted 64

Withum

JANUARY 29, 2024

The current environment in the financial markets compels the consideration of low tide in the valuation of private equity and venture capital investments as the funding landscape has experienced a shift in financing conditions and outlook over the past year. and the realization of a decrease from peak value in 2021 of 73%. [3]

accounting and finance 64

accounting and finance accounting principles accounting standards Finance 64

Going Concern

FEBRUARY 23, 2024

Businesses favor gradual adoption of GenAI as they look to address knowledge gaps [ EY ] The latest EY Reimagining Industry Futures Study confirms generative AI’s (GenAI) status as a breakthrough technology, with 43% of the 1,405 enterprises surveyed investing in it.

CPA 101

CPA Illinois auditor Iowa 101

Withum

JULY 5, 2023

This year, the garden state publication noted the many changes the accounting industry has seen in the past 365 days, and the growing prominence of private equity, along with the continuing growth of technology and innovative developments that continue to push accounting into the future.

Account 98

Account accountant accounted Technology 98

Going Concern

MARCH 8, 2024

Top Remote Accounting Candidates: February 29, 2024 Opinion The specter of ‘Uberification’ looms over audit [ Accounting Today Voices ] Blake Oliver writes for AT’s opinion column: As technologies reshape industries, we wonder if disruptive startups could come between CPAs and our clients one day. 28 meeting decision.

audit 79

audit auditor New York Legal 79

Cherry Bekaert

MARCH 15, 2023

The valuation specialists at Cherry Bekaert are exceptionally well-qualified in the valuation of illiquid debt, equity and derivative securities of private companies, private debt funds, private equity funds, business development companies (BDCs) and other alternative investment managers for financial reporting purposes.

auditor 52

auditor Real Estate income tax audit 52

ThomsonReuters

MARCH 13, 2023

These investments marked a notable transformation in the profession, with the realization among private equity firms that investing in large accounting firms can yield great returns. For firms looking to attract private equity investors, there are several factors to consider and ways to help draw appeal.

Technology 59

Technology accounting firms Tax audit 59

Cherry Bekaert

JULY 18, 2023

Cherry Bekaert’s Cameron Smith , Director, Transaction Advisory and Private Equity Services, talks with Steven Sparks , Director, Digital Advisory Services, about the distinguishing features and mechanics of a carve-out, including complexities and execution tactics, and what motivates buyers and sellers to undertake these transactions.

Non-Profits 52

Non-Profits Tax 52

CPA Practice

FEBRUARY 5, 2024

David Wurtzbacher – 2023 “20 Under 40” Influencer Founder & CEO Ascend LLC www.ascendtogether.com Recent Career Highlights Having raised private equity capital from Alpine Investors, I formally began building a management team in January 2023, and striking our first partnerships with exceptional firms.

cpa firm 52

cpa firm cpas CPA Account 52

CPA Practice

AUGUST 24, 2023

By Lydia Beyoud and Dawn Lim, Bloomberg News (TNS) Hedge funds and private equity firms will have to disclose more about their fees and face new restrictions from the US Securities and Exchange Commission on giving investors special treatment. Industry groups have said the SEC overstepped its authority under Gensler.

Real Estate 52

Real Estate auditor Government Legal 52

Withum

FEBRUARY 16, 2024

Benefits, Challenges and Pitfalls of Healthcare M&A Mergers and affiliations in the healthcare industry have significantly increased, these transactions include all aspects of healthcare including hospitals and healthcare systems, physicians, ancillary healthcare entities and private equity firms.

Healthcare 52

Healthcare Hospitality Construction Tax 52

CPA Practice

AUGUST 23, 2023

with offices around the world, has expanded its tax service capabilities serving clients in the private equity, venture capital (VC) and hedge fund space with the recent addition of two new partners to the firm, Gev Khan , CPA, MBA, and Eric Evans , CPA. Crowe LLP , a public accounting, consulting and technology firm in the U.S.

tax consultant 52

tax consultant Real Estate New York CPA 52

CPA Practice

MARCH 22, 2024

Tax compliance is a high growth industry,” Avalara’s chief revenue officer, Kimberly Deobald, said in an interview Wednesday. “We The company went public five years later, trading on the stock market until 2022 when it was acquired by the private equity firm Vista Equity Partners.

North Carolina 59

North Carolina E-commerce Technology Tax 59

CPA Practice

NOVEMBER 13, 2023

Founded in 2001 by Managing Partner Dennis Szymkowiak, the firm bearing his name focuses on tax, assurance, and advisory services for closely held and private equity-owned companies, high-net-worth individuals, and family offices. That transaction added 40 team members focused on investment industry audit and tax.

CPA 110

CPA tax consultant auditor audit 110

Withum

MAY 23, 2022

Section 409A valuations, in instances where the fair market value of the entity is needed for equity-based compensation plans. The approaches are described as follows: Asset Approach – The value of the company’s assets and liabilities are determined, with the difference between them equating to the value of the company’s equity.

Non-Profits 128

Non-Profits Legal Tax Sales 128

Cherry Bekaert

AUGUST 18, 2023

An effectively managed and maintained sustainability strategy can lead to long-term value for investors, whether small proprietorships, private equity firms, or stockholders of large national or international publicly traded companies. Why Should Small Privately Held Companies Begin Their ESG Journey Now?

accounting and finance 97

accounting and finance Legal Texas Finance 97

Anders CPA

OCTOBER 3, 2022

Louis Small Business Monthly (SBM) asks readers to help identify the best in the area in a particular industry as part of the SBM Best in Business Awards. Louis Small Business Monthly’s Best Accountants list for 2022. Each month, St. The 2022 SBM Best Accountants list features 26 local accountants voted the best in St.

Account 98

Account accountant accounted Construction 98

CPA Practice

JUNE 28, 2023

Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry.

Technology 98

Technology CPA accounting software accounting firms 98

Withum

FEBRUARY 6, 2024

Private equity investors use ESG integration as a value-creation tool by analyzing material and non-financial factors during due diligence and ongoing monitoring. In other words, they should think of additional sources of information that help identify unseen risks and justify shareholder value.

New Jersey 52

New Jersey public accounting Government Account 52

CPA Practice

JANUARY 22, 2024

The firm’s Tech CFO survey , which polled 150 senior finance executives in the technology industry, also gauged sentiment on major topics like artificial intelligence (AI), cybersecurity and the technology workforce. The technology industry isn’t alone in its preparations for higher costs.

Technology 52

Technology Finance audit Start-ups 52

CPA Practice

APRIL 7, 2023

EisnerAmper Names Naomi Barrett as Director of Global Diversity, Equity & Inclusion EisnerAmper recently named Naomi Barrett as its Director of Global Diversity, Equity & Inclusion (“DE&I”). Private Equity Wire is a leading source of information for GPs, service providers, and LPs.

NetSuite 52

NetSuite Pharmaceutical Manufacturing audit 52

Going Concern

SEPTEMBER 1, 2023

In addition to encouraging the industry to raise starting salaries, he hopes that technology and outsourcing will enable people to spend more time on work they find meaningful. in accounting [ Accounting Today ] The biggest gains occurred in the health care, leisure and hospitality, social assistance and construction industries.

Account 105

Account accountant accounted audit 105

CTP

DECEMBER 21, 2023

It took several years to iron out, but in 2017, Qualified Opportunity Funds were born, and the private sector began plotting its investment strategy. QOFs are focused on many different development sectors: Multifamily, Student Housing, Self-Storage, Industrial, Life Sciences, Oil Drilling, etc.;

Tax 85

Tax Real Estate accounting and finance Construction 85