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.
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.
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
Private Equity Insights & Updates
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.
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
- Business Valuation Services
- 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.
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.
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:
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.
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.
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.
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, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia plus remote offices, LBMC partners with businesses across the region and beyond.
LBMC Executive Team
Andrew Lowe
Knoxville Market Leader, Shareholder, Valuation and Litigation Support Services
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.