Assure has the experience and knowledge to assist you at each step in the life of an investment. We have participated in more than 100 transactions with over $2,000,000,000 in value.
We provide the following services at each step:
Acquisition
- Financial Due Diligence
- Tax Due Diligence
- Tax Structuring and Planning
- Operating Agreement Review
- Transaction Cost Analysis
- Purchase Price Allocations
- Opening Balance Sheet Analysis
- IT Assessments
Portfolio Operations
- Audit and Review Preparation
- Fractional CFO/Controller Services
- Reporting Package Assistance
- Tax Compliance
- Quarterly Tax Planning
- Add-On Acquisition Advice and Analysis
Disposition
- Go to Market Preparation
- Sell-side Due Diligence
- Exit Planning
- Tax Structuring and Analysis
PE Fund Accounting and Tax
Assure offers its full platform of accounting and tax services (see our webpage). In addition to those services, we can also assist you with:
- Partnership Allocations and Distributions
- Quarterly Tax Projections for Investors
- Individual Tax Planning and Compliance
- Investor Reports and Communications
- Full Back Office Support
