All Vrakas offices will be closed June 29 – July 3. Normal hours to resume on Monday, July 6th.

Private Equity-Owned Businesses

Private Equity Tax Planning and Financial Advisory Services

The Vrakas team understands the intricacies of private equity ownership, including matters that may arise throughout the lifecycle. In addition to understanding the nuances of private equity ownership, we provide a sophisticated service team with industry experience in the markets where your portfolio company operates.

Vrakas brings a wealth of experience across a variety of industries, including construction, manufacturing & distribution, professional services, real estate, and technology. We believe our service model, which includes active shareholder involvement throughout all phases of assurance and tax engagements, enables us to effectively partner with you to identify financial reporting and tax risks associated with your portfolio company.

Our extensive knowledge and experience working with emerging to established companies, and our core focus on for-profit, middle-market companies, enable us to provide constructive feedback on potential risks facing your portfolio company and appropriate controls to mitigate them. Beyond our service deliverables, we commit to share this constructive feedback with leadership and those charged with governance. We will also work with you throughout the ownership life cycle to minimize tax implications, including selecting the appropriate entity structure and sale structure.

Simply put, our goal is to help you maximize the potential of your investment and prepare it for a smooth, successful exit.

Navigate Every Stage of Ownership with Confidence

From acquisition through exit, our team provides the tax, accounting, and advisory insight needed to support your investment goals.

Helping Private Equity Portfolio Companies Reach Their Full Potential

Collaborative accounting, tax, and advisory services designed to support growth and maximize investment value.

  • Allocation of purchase price
  • Analyzing deal structure: formation, management incentives, and investor incentives
  • Assurance
  • Business valuation services
  • Due diligence: financial, operations, tax, and much more
  • Financial modeling, including forecasts and projections
  • Quality of earnings assessments
  • Tax compliance & consulting: entity structure, cost segregation studies, research & development, and IC DISC
Vrakas is a proud member of the Midwest Business Brokers and Intermediaries (MBBI)