Accounting & Finance Services for Private Equity

Services Tailored for Private Equity Firms and Their Portfolios

Whether you need full-time outsourced accounting services, Fractional CFO services or specialized planning and analysis, Escalon offers flexible solutions that scale with your business. Our services are designed to adapt to your needs, providing you with the right level of support at every stage of growth.

Bookkeeping: Keep your financial records accurate and up to date.
Financial Reporting: Gain clear, actionable insights into your business’s financial health.
Increased EBITDA: Error-free and easy-to-apply financial updates give your fund managers and firm leaders the information they need to build your portfolio businesses and remarkable revenue.
Compliance: Conquer changing regulatory requirements and shifting investor expectations with streamlined compliance for your firm and your portfolio companies.
Audit-Ready: You will be audit-ready with our audit-enabled technology and powerful workflows collect, and leverage, real-time data for continuous improvement. We’ll crunch the numbers so you can review and approve.
Process Documentations: Get your existing processes and policies documented for audits, fundraise and management overview.
Staff Augmentation: Provide additional help to your staff to help them catch up on backlog, audit support, clean up, system migration.
System Migration: Are you thinking of moving from QuickBooks to NetSuite, SAGE or MS Dynamics? Our team of Controllers can work with your implementation vendor and drive the project through completion.
Automate Your Process: Still processing vendor and employee expenses manually? Our team can automate and implement leading AP management and T&E application without compromising on internal controls.
GAAP Reporting: Whether it is conversion from cash basis to accrual basis of accounting, creating deferred revenue waterfall, lease accounting, setting up standard cost or consolidating financials for multiple entities, our team of accountants and controllers are there to help.

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Strategic Financial Planning: Develop and implement strategies to drive growth, profitability and avoid costly missteps along the way.
Cash Flow Management: Optimize your cash flow to support your sustainable business operations.
Process Streamlining: Achieve maximum cost efficiency and productivity with process recommendations and technology road-mapping for every department and team.
Transaction Guidance: Navigate closings and exits – from due diligence to post-deal transaction services agreements – with comprehensive support throughout every stage of the transaction lifecycle.

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HR and Payroll: Our solutions streamline your HR processes, ensuring accuracy and efficiency in payroll management, benefits administration and compliance.
Employee Handbook: Our team of HRBPs review, update and create handbooks for states where you have employee nexus to avoid any gray areas while staying compliant with the state laws.
Compliance: We conduct thorough audits, implement best practices and provide ongoing monitoring to protect you from costly fines and legal issues.
Recruiting: We help you attract, onboard, retain and reward your top talent all while building the KPIs you need most.
Benefits: We manage the administration of employee benefits, ensuring your team receives the support they need. Our experts help you design benefits programs that attract and retain top talent.

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Tax planning: Our experienced professionals provide tailored strategies to minimize your tax liabilities and ensure compliance.
Tax compliance: We take care of state notices, due diligence and compliance errors with confidence.
R&D Tax Credits: Innovating comes with its rewards. We help you secure valuable R&D tax credits. Our thorough R&D Tax Study ensures you claim what you’re entitled to, reducing costs and accelerating your growth.
SALT: Managing state and local tax requirements can be overwhelming for your PE Portfolio Companies. Our experienced professionals provide the guidance you need to navigate these complexities, ensuring accurate sales tax compliance and quicker returns on investment.
Sales & Use Tax: Whether it is nexus study, registration in various states, filing sales & use tax returns or supporting audits, our Sales Tax Team can manage the function and mitigate your exposure to sales tax related interest & penalties.

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Our clients trust us to handle their most critical operational tasks. Here’s what they have to say.

“Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.”

Anna Gannon

Founder & Investor of Curbicus

Escalon has been a valued partner across several of our businesses, as we’ve scaled, they have been instrumental in helping us sustain the growth and build financial functions. I’d happily recommend their services for any startup, or growing company in and around entertainment!

Benji Madden

Co-Founder of Veeps

“I honestly really feel as if they are truly an extension of our company, sometimes even more than just an extension. It feels like I'm really part of the team.”

Andrea Loubier

CEO of Mailbird

“Now I can figure out what’s my client level profitability. It helps us make good business decisions…one less thing to worry about so I can focus on growing the business.”

Atul Gupta

Co-founder and President of Xtreme Staffing

They’ve been able to offload a bunch of work that’s on my plate and the controller that has been assigned to our account, I trust her a lot, I trust her ability to manage the team, manage the work, get to the right answer without me needing to dive in a lot so it’s been really great on that point.

Chris Hill

Global controller, Sectigo

Talk to our team today to learn how Escalon can help take your company to the next level

When it comes to managing your finance and accounting needs, don’t settle for less. Choose Escalon Services – the partner that helps private equity firms and their portfolio companies thrive by taking care of the essentials, so you can focus on growth. Contact us today to learn how we can help you scale seamlessly and achieve results.

Trusted Expertise

Our team of specialized professionals understand the unique challenges faced by private equity firms and their portfolio companies. We are not just another service provider; we are your partners in success.
Reliability

With Escalon, you eliminate the burden of hiring, retraining finance professionals and dealing with unexpected absences. Our team provides consistent, high-quality service, so you never have to worry about gaps in your financial management.
Scalable Solutions

Our services are designed to grow with your organization. Whether you’re just starting out or a large, established entity, we provide scalable solutions that adapt to your needs.

Contact Us Today!