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Who We Serve

FINANCIAL INSTITUTIONS

Who We Serve

ACCOUNTING FOR THE FINANCIAL SERVICES INDUSTRY

Financial and related institutions, such as hedge funds, private equity funds, venture capital companies, management companies, and banks, have special accounting concerns. From start-ups to established organizations, Berdon helps clients:

  • Structure partnership agreements
  • Remain compliant
  • Build efficient operations
  • Make informed business decisions

FULFILLING UNIQUE ACCOUNTING NEEDS

Hands-on partners—who stay ahead of the industry’s continuously changing regulatory environment—guide clients in adhering to the latest regulations.

Dedicated federal, state, local, and international tax partners—most of whom are attorneys and CPAs—bring an experienced perspective to the most complex issues.

Berdon professionals work closely with leaders within organizations and counsel to help identify effective ways, to increase operating efficiency, and build a secure internal control environment.

In addition, Berdon’s highly experienced professionals help clients explore potential transactions with an all-encompassing, strategic approach—evaluating from a business, economic, and tax perspective—to isolate and develop appropriate structure, while weighing financing options. Our Firm’s due diligence process explores the value drivers, potential deal breakers, and points to negotiate, to guide clients through deciding whether the transaction makes business and economic sense.

Our Firm’s expertise in the financial services and related industries runs far deeper than traditional audit and tax compliance work. In addition to advising on fund structure and operations, Berdon professionals focus on the fund manager’s own financial health. The Firm takes a personal interest in the financial well-being of the manager, working with him/her to ensure that the manager’s own family and estate planning issues are fiscally positioned to provide for the current and next generation.

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