Private Equity Services | Assure Professional
Call Us Today!1-888-605-9848


Our experts take ownership over your accounting records so you can focus on running your company.

Our founders have led due diligence engagements in a variety of industries - we will customize our procedures to address your unique situation.

Assure Professional provides both buy side and sell side due diligence to meet your financial and tax needs.

Assure Professional provides services at all stages in the life cycle of your fund.

From SOC 1 (formerly SSAE 16) Audits to Accounting and Tax Services, the experts at Assure Professional provide a variety of services to fulfill all your audit and accounting needs.

You are here

Private Equity Services

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:

  • 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
  • Go to Market Preparation
  • Sell-side Due Diligence
  • Exit Planning
  • Tax Structuring and Analysis
Deal Flow

Through our partnership with Cornerstone Business Services®, we can assistance you with valuation analysis and can help market the portfolio company to transaction partners through Cornerstone’s DealFlow platform.

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

Recent Blogs

The 5 Biggest Mistakes Businesses Make When Hiring an Accounting Firm ... Read More
Opinions, Opinions, Opinions: Understanding the Auditor's Opinion in a SOC Report ... Read More
S*%t I'd Rather be Doing Other than Accounting Part Deux ... Read More
SSAE 18 ... Read More
S*%t I'd Rather be Doing Other than Accounting ... Read More