Sales Tax Compliance
Ongoing sales tax filings, registrations, and exemption certificate management for portfolio companies operating across multiple jurisdictions.
Sales & Use Tax Consulting
Transaction-focused sales and use tax advisory, including audit defense, nexus analysis, and exposure mitigation in multistate environments.
M&A Tax Services
Strategic, senior-led tax advisory supporting buy-side and sell-side transactions across the full deal lifecycle and ownership transition.
State Income Tax Services
Multistate income and franchise tax compliance and advisory support tailored to private equity portfolio complexity and risk management.
Who We Serve
We partner with transaction-focused investors and advisors across the private equity ecosystem.
Private Equity Firms
Portfolio Companies
Family Offices & Independent Sponsors
Investment Bankers & QoE Advisors
Venture Capital Firms
M&A Attorneys
OUR SERVICES
Let’s Discuss Your Transaction or Portfolio Needs
Whether you are evaluating a transaction, navigating post-close integration, or supporting ongoing portfolio company operations, our senior-led team is ready to help.