---
title: "Private Equity"
url: "https://www.lbmc.com/industries/private-equity/"
description: "LBMC helps private equity organizations with solutions to address the challenges of operating a successful private equity fund along the whole continuum."
site: "LBMC"
type: "Page"
published: "2025-11-14"
updated: "2026-07-31"
---

[Home](https://www.lbmc.com/) » [Industries Served](https://www.lbmc.com/industries/) » Private Equity

# Private Equity Accounting and Consulting Services

Private equity firms operate in a fast-moving environment where speed, visibility, and execution matter at every stage of the investment lifecycle. LBMC provides accounting, advisory, tax, and transaction services designed to help private equity firms and their portfolio companies improve performance, manage risk, and maximize value.

Our team works alongside investors and management teams to support due diligence, integration, operational improvement, and exit planning. By bringing together multidisciplinary expertise across the LBMC Family of Companies, we help you make informed decisions and drive consistent results across your portfolio.

## The Challenges Private Equity Firms Are Facing

Private equity firms must balance speed, risk, and performance while managing multiple investments across industries. Success depends on the ability to move quickly, gain visibility into portfolio performance, and execute value creation strategies effectively.

### Key challenges include:

- Conducting efficient due diligence and validating financial performance
- Integrating acquisitions and stabilizing operations post-close
- Improving visibility into portfolio company performance and KPIs
- Managing risk, compliance, and financial reporting across investments
- Preparing for successful exits and maximizing enterprise value

### Questions About Private Equity Services?

Whether you’re evaluating an acquisition, improving portfolio performance, or preparing for an exit, LBMC can help you determine the right approach for your investment strategy.

Request a Consultation

## Private Equity Services Built Around the Investment Lifecycle

Private equity firms require support at every stage of the investment lifecycle—from acquisition through growth and exit. LBMC brings together audit, tax, advisory, and transaction expertise to help you execute with confidence and consistency.

![Private Equity](https://www.lbmc.com/wp-content/uploads/2025/11/private-equity.png)

### Transaction Advisory Services

Successful investments begin with strong diligence and clear financial insight. LBMC supports both buy-side and sell-side transactions with the analysis needed to make informed decisions.

**Related services:**

- [Transaction Advisory Services](https://www.lbmc.com/services/advisory/transaction-advisory/)
- [Business Valuation Services](https://www.lbmc.com/services/advisory/business-valuation/)
- Financial Due Diligence
- Quality of Earnings Analysis

### Portfolio Company Accounting & Advisory

Once a transaction closes, portfolio companies need strong financial infrastructure and operational support. LBMC helps improve reporting, streamline processes, and provide ongoing financial insight.

**Related services:**

- [Advisory & Business Consulting](https://www.lbmc.com/services/advisory/)
- [Client Advisory & Accounting Services (CAAS)](https://www.lbmc.com/services/advisory/client-advisory-accounting-services/)
- [Business Intelligence & Data Analytics](https://www.lbmc.com/services/advisory/ai-business-intelligence/)

### Tax Planning & Structuring

Tax strategy plays a critical role in maximizing investment returns. LBMC provides tax planning and compliance services to support both fund-level and portfolio company needs.

**Related services:**

- [Federal Business Tax](https://www.lbmc.com/services/tax/federal-business-tax/)
- [State & Local Tax (SALT)](https://www.lbmc.com/services/tax/state-local-tax/)
- [Tax Planning & Compliance](https://www.lbmc.com/services/tax/)

### Risk, Compliance & Cybersecurity

As portfolio companies grow, managing risk and protecting data becomes increasingly important. LBMC helps strengthen controls, support compliance, and reduce exposure across your investments.

**Related services:**

- [Cybersecurity Advisory](https://www.lbmc.com/services/cybersecurity/)
- [Risk Assessments](https://www.lbmc.com/services/cybersecurity/security-risk-assessments/)
- [SOC Reporting](https://www.lbmc.com/services/audit-assurance/soc-audit/)
- [IT Internal Audit](https://www.lbmc.com/services/audit-assurance/internal-audit/)

### Supporting Value Creation in the First 100 Days and Beyond

The first 100 days after an acquisition are critical for establishing operational stability and setting the foundation for growth. LBMC works with private equity firms and portfolio companies to implement financial processes, improve reporting, and align operations with investment objectives.

We support post-close integration, KPI development, and operational improvements to help management teams focus on execution while maintaining visibility into performance.

[View Our Encore Services](https://www.lbmc.com/wp-content/uploads/2020/09/ENCORE-12.pdf)

## LBMC’s Experience with Private Equity Organizations

Private equity firms need more than technical expertise — they need a partner who understands how to move quickly, support portfolio companies, and drive measurable results. LBMC’s integrated approach helps you execute across the entire investment lifecycle.

- **Integrated Family of Companies model:** Access accounting, advisory, tax, technology, and cybersecurity services through one coordinated team, reducing fragmentation and improving execution.
- **Experience across industries and investment stages:** LBMC works with private equity firms and portfolio companies across healthcare, manufacturing, technology, and other sectors at every stage of the lifecycle.
- **Support from diligence through exit:** From transaction advisory to post-close integration and exit readiness, LBMC provides continuity across the investment lifecycle.
- **Operational insight beyond financial reporting:** We help improve visibility into KPIs, financial performance, and operational drivers that impact enterprise value.
- **Scalable support for portfolio companies:** Services can be bundled or delivered a la carte to match the needs of each investment.

## Private Equity Organizations We Support

LBMC works with a wide range of private equity and investment organizations, as well as their portfolio companies.

- Private equity firms
- Venture-backed companies
- Mezzanine debt and investment groups
- Portfolio companies across multiple industries

### Find the Right Private Equity Solutions for Your Firm

Whether you’re evaluating opportunities, improving portfolio performance, or preparing for an exit, LBMC can help you move forward with clarity.

Start a Conversation

## FAQs About Private Equity Accounting and Consulting Services

**What services do private equity firms need from an accounting and advisory firm?**

Private equity firms rely on a combination of transaction advisory, accounting, tax, and operational consulting services to support due diligence, portfolio management, and exit planning. These services help improve visibility, manage risk, and drive value across investments.

**How do accounting and advisory firms support private equity transactions?**

Firms provide financial due diligence, quality of earnings analysis, and valuation support to help investors assess risk and validate performance before closing a deal. This insight supports more informed investment decisions.

**What happens in the first 100 days after an acquisition?**

The first 100 days focus on stabilizing operations, implementing financial processes, and establishing KPIs to track performance. Strong execution during this period sets the foundation for long-term value creation.

**How can private equity firms improve portfolio company performance?**

Performance improves through better financial reporting, operational efficiency, and data-driven decision-making. Advisory and accounting support help management teams identify opportunities to increase margins and scale effectively.

**How does tax strategy impact private equity investments?**

Tax planning plays a critical role in maximizing returns by structuring transactions efficiently and managing ongoing compliance. A proactive tax strategy helps reduce risk and improve overall investment outcomes.

**How do private equity firms prepare for a successful exit?**

Preparing for exit involves strengthening financial reporting, addressing operational risks, and ensuring the business is ready for buyer due diligence. Early preparation helps maximize valuation and reduce surprises during the sale process.

### Case Study: Private Equity-Backed Healthcare Platform

[Download Printable PDF](https://www.lbmc.com/wp-content/uploads/2026/06/AI-Case-Study-PE-Healthcare.pdf)

A private equity-backed healthcare platform operating a growing network of provider practices was rapidly expanding through acquisitions. As the organization scaled, it faced increasing complexity across systems, data, and reporting while working to centralize administrative and financial operations and maintain visibility across the enterprise.

### Our Approach

LBMC was engaged early to provide a scalable data and analytics solution. The engagement included implementing a healthcare-focused data architecture, building a centralized data warehouse, establishing a single source of truth for enterprise reporting, identifying and resolving data quality issues, and providing ongoing data management and analytics support. LBMC also assisted with AI strategy development and transformation planning.

### The Outcome

LBMC delivered a modern, cloud-based data platform that integrated clinical and financial systems, providing leadership with real-time visibility into operational and financial performance. The organization gained enhanced revenue cycle reporting, streamlined onboarding of newly acquired practices, and improved decision-making capabilities through centralized, reliable data. The scalable infrastructure continues to support growth while allowing leadership to focus on patient care and operational excellence.

## What to Expect When Working with LBMC

**Why do private equity firms choose to bundle services with one provider?**

Working with a single provider helps streamline communication, reduce coordination across multiple vendors, and align strategy across accounting, tax, and advisory services. It also creates efficiencies that can reduce overall costs.

**Will I have a single point of contact?**

Yes. You’ll work with a dedicated point of contact who coordinates across LBMC service teams, ensuring consistent communication and alignment throughout your engagement.

**Will I need to work with multiple teams?**

You may interact with specialized teams depending on your needs, but your primary contact helps manage communication and keeps projects coordinated to avoid duplication and confusion.

**How does billing work when using multiple services?**

LBMC typically provides a single, consolidated invoice that outlines all services delivered, making it easier to manage billing across engagements.

**Can services be adjusted over time?**

Yes. Services can be scaled up or down based on the needs of your firm or portfolio companies, allowing for flexibility as your investments evolve.

**Do I have to commit to a full service package?**

No. Services can be bundled or provided individually, depending on your needs. Custom solutions are available to align with your investment strategy and operational priorities.

### Local Expertise, Wherever You Are

With offices in [Chattanooga](https://www.lbmc.com/locations/chattanooga/), [Memphis](https://www.lbmc.com/locations/memphis/), [Louisville](https://www.lbmc.com/locations/louisville/), [Nashville](https://www.lbmc.com/locations/nashville/), [Knoxville](https://www.lbmc.com/locations/knoxville/), [Charlotte](https://www.lbmc.com/locations/charlotte/), and [Philadelphia](https://www.lbmc.com/locations/philadelphia/) plus remote offices, LBMC partners with businesses across the region and beyond.

[Find an office near you.](https://www.lbmc.com/locations/)

## Resources and Insights

Explore practical guidance from LBMC’s private equity professionals covering due diligence, acquisition strategy, portfolio company risk, healthcare and technology investments, tax planning, valuation, post-close execution, and exit readiness.

- [**Cybersecurity Due Diligence for Investors in Acquisitions**](https://www.lbmc.com/blog/cybersecurity-considerations-acquisition/)
  Learn how cybersecurity due diligence protects deal value, avoids hidden liabilities, and keeps acquisitions on track for private equity investors.
- [**Kicking the Tires: The Importance of Pre-LOI Diligence**](https://www.lbmc.com/blog/pre-loi-due-diligence/)
  It used to be standard practice for private equity groups to begin due diligence processes after executing a Letter of Intent (LOI). Read about new trends.
- [**Cybersecurity Due Diligence in a Potential Acquisition**](https://www.lbmc.com/blog/security-due-diligence-risk-exposure/)
  While evaluating the target company’s financial statements and other key indicators, it’s also important to assess the firm’s cybersecurity risk exposure.
- [**3 Key Items to Complete During Your Acquisition’s First 90 Days**](https://www.lbmc.com/blog/acquisition-first-90-days/)
  The first 90 days of an acquisition gives the buyer a vital window to lock down some key facts and figures and establish a foundation for future operations.
- [**Private Equity in 2025: Leveraging AI for Smarter Investments**](https://www.lbmc.com/blog/us-private-equity-middle-market/)
  Discover how AI is transforming private equity, from cybersecurity to dealmaking, and why firms must adapt to stay competitive in 2025.
- [**Driving Tech Growth: Key Trends in the M&A Advisory Space**](https://www.lbmc.com/blog/technology-trends-ma-advisory/)
  M&A trends show resilience and tech dominance. CEOs use M&A for AI and sustainability. Strategic acquisitions drive value, led by the innovative tech sector.
- [**Private Equity in Healthcare: Opportunities and Challenges for Providers**](https://www.lbmc.com/blog/private-equity-healthcare-providers-audit/)
  Private equity in healthcare offers growth and innovation but faces regulatory scrutiny. Learn key opportunities, risks, and compliance essentials.
- [**Valuation Considerations for Urgent Care Centers**](https://www.lbmc.com/blog/valuation-considerations-for-urgent-care-centers/)
  As healthcare operators and private equity alike have joined the urgent care race, review these valuation considerations and key factors for success.
- [**Estimating Equity Compensation After an M&A Close**](https://www.lbmc.com/blog/estimating-equity-compensation/)
  No matter what type of equity compensation instrument an organization chooses to employ, it is important to estimate the fair value of the grant.
- [**SOC Reporting for Private Equity: Protect Assets and Avoid Surprises at Exit**](https://www.lbmc.com/blog/soc-reporting-for-private-equity/)
  SOC reporting enables private equity companies to safeguard their financial performance, reduce risk, and support a winning exit strategy.
- [**Section 1202 Means Tax Benefits for Entrepreneurs and Investors**](https://www.lbmc.com/blog/section1202-tax-benefits/)
  David Frederick and team highlight the impactful Section 1202 tax initiative, which is crucial for PEG, Technology, HNW, and HC clients.
- [**How to Build an Effective Exit Plan for Your Business**](https://www.lbmc.com/blog/effective-exit-planning-for-business-owners/)
  Key exit planning steps business owners can take to maximize value and prepare for a successful ownership transition.

## LBMC Executive Team

[![Jim Meade](https://www.lbmc.com/wp-content/uploads/2025/07/JimMeadePhotoWeb-150x150.jpg)](https://www.lbmc.com/team/jim-meade/)

## [Jim Meade](https://www.lbmc.com/team/jim-meade/)

#### CEO and Managing Shareholder, LBMC, PC

[jim.meade@lbmc.com](mailto:jim.meade@lbmc.com)

[![Andy Lowe leads LBMC’s Knoxville office and Valuation & Litigation team, specializing in business valuation, M&A, and expert witness services.](https://www.lbmc.com/wp-content/uploads/2025/07/AndrewLowe-150x150.jpg)](https://www.lbmc.com/team/andrew-lowe/)

## [Andrew Lowe](https://www.lbmc.com/team/andrew-lowe/)

#### Knoxville Market Leader, Shareholder, Valuation and Litigation Support Services

[andy.lowe@lbmc.com](mailto:andy.lowe@lbmc.com)

[![Art Van Buren, CPA, is LBMC’s Healthcare Tax Shareholder in Nashville, serving for-profit healthcare and multi-state businesses with strategic tax services.](https://www.lbmc.com/wp-content/uploads/2025/07/Art-Van-buren-150x150.jpg)](https://www.lbmc.com/team/art-van-buren/)

## [Art Van Buren](https://www.lbmc.com/team/art-van-buren/)

#### Shareholder, Tax

[arthur.vanburen@lbmc.com](mailto:arthur.vanburen@lbmc.com)

[![Brad Bonde](https://www.lbmc.com/wp-content/uploads/2025/07/Brad_Bonde-1-150x150.jpg)](https://www.lbmc.com/team/brad-bonde/)

## [Brad Bonde](https://www.lbmc.com/team/brad-bonde/)

#### Shareholder, Transaction Advisory Services

[brad.bonde@lbmc.com](mailto:brad.bonde@lbmc.com)

[![Brian Marynowitz, CPA, is a Nashville-based Shareholder at LBMC, advising clients on buy-side and sell-side due diligence across industries.](https://www.lbmc.com/wp-content/uploads/2025/07/brian-marynowitz-150x150.jpg)](https://www.lbmc.com/team/brian-marynowitz/)

## [Brian Marynowitz](https://www.lbmc.com/team/brian-marynowitz/)

#### Shareholder, Transaction Advisory Services

[brian.marynowitz@lbmc.com](mailto:brian.marynowitz@lbmc.com)

[![Lisa Nix, CPA, leads LBMC’s Transaction Advisory Services with 25+ years of M&A and healthcare industry experience.](https://www.lbmc.com/wp-content/uploads/2025/07/nix-lisa-150x150.jpg)](https://www.lbmc.com/team/lisa-nix/)

## [Lisa Nix](https://www.lbmc.com/team/lisa-nix/)

#### Shareholder, Practice Leader Transaction Advisory Services

[lisa.nix@lbmc.com](mailto:lisa.nix@lbmc.com)

[![Matt Smith, CPA, is a Nashville-based LBMC Audit Shareholder specializing in healthcare, technology, IPOs, and complex accounting.](https://www.lbmc.com/wp-content/uploads/2025/07/smith-matt-shareholder-150x150.jpg)](https://www.lbmc.com/team/matt-smith/)

## [Matt Smith](https://www.lbmc.com/team/matt-smith/)

#### Shareholder, Audit and Advisory

[matt.smith@lbmc.com](mailto:matt.smith@lbmc.com)

## Let’s Talk About Your Investment Strategy

Whether you’re managing a portfolio, preparing for a transaction, or planning your next investment, LBMC’s team is ready to help. We’ll start with a conversation focused on your goals, priorities, and next steps.