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Private Equity Firms

Private equity firms are a unique blend of hedge fund, venture capital firm, and something unique. Templeton understands the specialized accounting needs of private equity funds and has experience helping them with a variety of services from calculating net asset values and preparing financial statements to providing guidance and insight when implementing exit strategies such as buying or selling a company or facilitating a secondary sale to other investors.

Our Services Include:

  • Financial Analysis: Reviewing financial statements to ensure their accuracy and compliance with accounting standards. This can include analyzing historical financial performance, cash flow, and profitability.
  • Quality of Earnings (QoE) Reports: Preparing QoE reports to assess the sustainability and quality of a company’s earnings. Helping to identify any unusual or non-recurring items that could affect future performance.
  • Tax Due Diligence: Evaluating a company’s tax compliance and identifying potential tax liabilities or exposures including reviewing past tax filings, tax positions, and any ongoing tax disputes.
  • Working Capital Analysis: Analyzing working capital requirements to ensure there are no hidden financial issues that could impact liquidity post-acquisition.
  • Debt and Liabilities Assessment: Reviewing a company’s debt structure and other liabilities to understand the financial obligations that the private equity firm would assume.
  • Internal Controls and Processes: Assessing the effectiveness of a company’s internal controls and financial reporting processes to identify any weaknesses or areas for improvements.
  • Forecasting and Projections: Validating a company’s financial projections and business plans, ensuring they are realistic and achievable.