Private Equity & Alternative Investment Funds

Whitley Penn offers private equity and other alternative investment groups an array of services. Our professionals have the knowledge and resources to provide guidance for today’s rapidly changing business environment. We serve mid-market and emerging market growth companies throughout the United States and abroad.

Through our various practices we work with many alternative investment funds and private equity owned businesses. We also have experience with consulting small entrepreneurial and family owned companies as they partner with private equity and other alternative investment funds.

Our services include:

  • Audit
  • Buy and Sell Side Transactions
  • Credits and Incentives
  • Equity compensation
  • Federal Tax Compliance and Planning
  • Financial Statement Tax Provision (ASC 740) Preparation and Review
  • Fund Administration
  • Income and Franchise Tax
  • International Tax
  • Sales and Use Tax
  • State and Local Tax

Areas of Experience

Contact Us

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