PKF experts can provide a broad range of services to your Private Equity business. We can provide ongoing reporting to support your business, preparing valuations, providing tax advice and carrying out statutory audits for the funds, partners and managers alike. We also help our clients make decisions around their investments through due diligence and transaction support.
Audit
Our experienced Audit team is well-versed in the accounting and auditing requirements for Private Equity clients.
We are knowledgeable in the accounting requirement under Limited Partnership Agreement, valuation methodologies for investments under the IPEV guidelines and CASS audit requirement under the custody rules.
We can offer statutory audit and CASS Audits for Private Equity fund managers and its General Partners, as well as audits for Private Equity funds.
Governance, Risk & Controls Assurance and Internal Audit
Our Governance, Risk and Controls Assurance team has a track record of delivering services that add value to our clients’ businesses.
Our trusted team offers a full range of services for Private Equity groups and managers looking for assurance across their portfolio, including governance framework and board effectiveness reviews, ESG assurance, systems and controls review across the group’s portfolio, internal controls due diligence and internal audit.
We pride ourselves in helping clients to implement effective internal audit functions as well as supporting in-house teams to deliver their internal audit plans. Our flexible approach ensures you benefit the most from our expertise.
Tax
Our specialist Tax team can advise your Private Equity business on investment structuring, tax advice, renumeration planning for key executives and VAT.
PKF’s Tax experts provide support on investment structuring for Private Equity groups, offering comprehensive advice on the best way to structure both the fund and investments whilst minimising tax leakage for the fund, investors and managers. In structuring the fund, we can fully advise on the treatment of renumeration and investments for the fund managers and investors.
For fund investments, incentivising management is often a key objective. We support this by providing advice on remuneration structing, including equity incentivisation.
Transactions Services
Our Transaction Services team provides well thought-out solutions to Private Equity businesses to help minimise the risks associated with transactions. We will work alongside you so you can concentrate on the deal or your own business, knowing that we are focusing on the issues that matter.
Our services include a full suite of due diligence, tax advisory and structuring, and general transaction advisory support including SPA reviews. Each transaction is different, and we use the skills across the whole advisory team to ensure that we bring the right people to the project, typified by a hands-on collaborative approach.
Valuations
Working in collaboration with your in-house specialists, our Valuations team can deliver a consistent, considered and independent opinion on the value of your portfolio investments, increasing transparency in your fund reporting.
We work with internal evaluation committees and as external advisors to review valuation methodologies, significant inputs, and fair value estimates for reasonableness, in accordance with best practice guidelines set out in the International Private Equity and Venture Capital (IPEV) Valuation Guidelines.
We also advise on the valuation of carried interest, in the event of grant or transfer of carry. The methodology we choose is dictated by the fund’s position in the Private Equity lifecycle and the commercial drivers for the carry being acquired or disposed.
