Accounting and Advisory Services for Private Equity Firms

Virtue Advisors provides the accounting infrastructure, transaction support, and financial advisory expertise that PE firms and their portfolio companies need at every stage of the investment lifecycle — from pre-deal due diligence through post-acquisition integration and exit readiness.

Schedule a PE Advisory Consultation

15+

Years Supporting
PE Backed Companies

200+

Portfolio Company
Engagements

360°

Investment Lifecycle
Support

We Support Every Stage of the Investment Lifecycle

The RCM Lifecycle
01

Pre-Deal and Due Diligence

Quality of earnings analysis, balance sheet review, and accounting risk assessment that gives your deal team the financial clarity needed to close with confidence.

Reduced Transaction Risk
02

Post-Acquisition Integration

Rapid deployment of financial reporting frameworks, internal controls, and accounting system alignment across newly acquired entities so your portfolio company is operating at institutional standards from day one.

Faster System Alignment
03

Holding Period Management

Outsourced accounting operations, outsourced CFO and Controller leadership, management reporting, and EBITDA optimization advisory that keeps your portfolio financially disciplined throughout the holding period.

EBITDA Optimization Focus
04

Value Creation and Performance

Budgeting, forecasting, financial planning and analysis, and KPI reporting frameworks that give your operating partners the data they need to make faster, better decisions and demonstrate measurable value creation to LPs.

KPI-Driven Decision Making
05

Exit Preparation and Readiness

Auditable financials, normalized earnings documentation, and sell-side financial statement preparation that ensures your portfolio companies are ready for buyer scrutiny and positioned to command maximum exit valuation.

Auditable Financial Reporting

Accounting and Financial Advisory Built for the Private Equity Environment

Virtue Advisors provides specialized accounting and financial advisory services designed for how private equity firms and their portfolio companies actually work. We understand the demands of PE-backed environments — the urgency of deal timelines, the precision of LP reporting, the pressure to grow EBITDA, and the requirement for accurate, defensible financial data at every stage.

Whether you are a middle market fund managing a platform acquisition, an operating partner overseeing a growing portfolio, or a deal team running active buy-side due diligence, our advisors integrate directly with your team to provide the financial infrastructure and strategic support your investments require.

We bring particular depth in healthcare, healthcare services, and technology-enabled services — sectors that have represented a significant share of middle-market private equity deal flow and where financial complexity, regulatory compliance, and operational nuance demand advisors with genuine sector knowledge.

More than half of middle market private equity firms in the United States now outsource accounting and financial operations for their portfolio companies. The reason is straightforward: building a qualified internal accounting team at every acquisition is slow, expensive, and difficult to sustain across a growing portfolio. Virtue Advisors gives PE firms a faster, more cost-effective alternative that installs proven financial infrastructure from day one.

Talk to a PE Advisory Specialist

What Virtue Advisors Does for
Private Equity Firms and Portfolio Companies

Financial Due Diligence and Quality of Earnings We conduct rigorous buy-side financial due diligence, including quality of earnings analysis, working capital assessment, and accounting risk identification to support informed investment decisions and reduce transaction exposure before signing.

Tax Structuring and Transaction Tax Advisory We advise on tax-efficient acquisition structures aligned to fund strategy and exit objectives, including entity structuring, deal tax modeling, and post-close tax integration planning.

Sell-Side Preparation and Financial Statement Normalization We prepare portfolio companies for exit by normalizing earnings, cleaning financial records, and organizing documentation that holds up under buyer and lender scrutiny.

LP Reporting and Investor Communications Support We assist PE firms with the financial reporting and performance documentation that limited partners require, ensuring transparency, accuracy, and timeliness across the fund.

Outsourced Accounting and Bookkeeping Operations Full-service outsourced accounting including general ledger management, accounts payable and receivable, payroll, bank reconciliations, and monthly close.

Outsourced CFO and Controller Services We provide CFO-level and Controller-level financial leadership on a flexible, scalable basis — giving portfolio companies executive-grade financial oversight without the cost of a full-time hire.

Financial Reporting and Management Accounts Timely, accurate monthly financial statements and management accounts built to the reporting standards PE investors and lenders expect.

Budgeting, Forecasting, and Financial Planning and Analysis We build annual operating plans, rolling forecasts, and scenario models that help management teams and operating partners track performance and make data-driven decisions.

GAAP Compliance and Audit Preparation We implement accounting policies, strengthen internal controls, and prepare portfolio companies for audit processes so there are no surprises during capital events or exit.

Cash Flow Management and Working Capital Optimization We monitor and manage cash flow, identify working capital inefficiencies, and implement processes that protect liquidity during periods of rapid growth or acquisition integration.

KPI Dashboard Design and Performance Reporting We build customized financial and operational reporting dashboards that give PE investors and portfolio leadership real-time visibility into the metrics that matter.

Tax Planning and Compliance for Portfolio Entities We manage ongoing tax compliance and implement proactive tax strategies for portfolio companies, reducing effective tax rates and protecting after-tax returns.

Why Private Equity Firms Choose Virtue Advisors

PE-Ready from
Day One

Our advisors have deep experience operating inside PE-backed environments. We understand the reporting cadence, LP transparency requirements, EBITDA focus, and the pace that defines private equity. There is no time spent explaining how your world works.
trending-up

Outsourced Accounting That Scales Across Your Portfolio

As your fund acquires and adds portfolio companies, we scale with you. Our outsourced accounting model allows PE firms to deploy financial operations infrastructure quickly into new acquisitions without the time and cost of building internal teams from scratch at every platform.

CFO-Level Oversight Without the Full-Time Cost

Portfolio companies — particularly at the lower and middle market — often lack the financial leadership needed to operate at the standards PE investors require. Our outsourced CFO and Controller services deliver that leadership on a flexible basis that improves EBITDA rather than eroding it.

Financials That Hold Up When It Matters Most

Whether you are headed into a bank syndication, an LP reporting cycle, or a formal sale process, your portfolio company financials need to be accurate, organized, and audit-ready. We build and maintain the financial reporting discipline that protects deal value precisely when it is under the most scrutiny.

Transaction Support Built Into Your Deal Process

Our advisors engage directly during active deal processes to support quality of earnings work, financial model validation, opening balance sheet reviews, and post-close accounting integration. We function as an extension of your deal team, not as an outside vendor responding to requests.

Deep Sector Knowledge Where PE Deal Flow Is Concentrated

We bring genuine depth in healthcare, healthcare services, and technology-enabled services — sectors that represent a substantial share of middle-market PE activity. That sector knowledge means faster onboarding, sharper financial analysis, and fewer costly surprises.

Businesses We Partner With

Private Equity Fund Managers
Operating Partners and Deal Teams
Portfolio Company Management Teams
Healthcare Services Platforms

Meet Our Private Equity Advisory Specialists

Frequently Asked Questions

What accounting services do private equity firms typically outsource?
How does outsourced accounting improve EBITDA for portfolio companies?
At what point in the investment lifecycle should a PE firm engage Virtue Advisors?
Do you work with PE-backed healthcare companies?
Can you support multiple portfolio companies within the same fund?

Let's Strengthen the Financial Foundation of Your Portfolio

Schedule a consultation with a Virtue Advisors PE specialist to explore how we can support your fund with due diligence, portfolio accounting, CFO services, and exit readiness.

    GDPR Agreement*


    Would you like to receive updates?