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Financial Statement Audit
You can depend on our multidisciplinary team of specialists to help you build value in your portfolio companies during the holding period. They understand the need to quickly improve operations and establish unqualified audit statements and solid valuations with the goal of maximizing EBITDA.

Financial Statement Audits for Private Equity Groups

Experience our value-added, hassle-free approach to financial statement audits

Drawing on their experience working on audits for more than 200 portfolio companies, our team will come well prepared to work with your portfolio company. You can depend on our professionals to bring deep industry knowledge because they work with thousands of clients in the manufacturing, distribution, and health care industries - hundreds of clients in real estate, construction, and services.

Because of their industry experience, they won’t waste your valuable time with lots of general questions. However, they will take the time to understand your specific situation, and they always will be available to answer your questions and address your concerns. You can also depend on them to understand the concerns and issues of both the management running the business and your portfolio managers. You will appreciate their ability to serve as a sensitive liaison that can keep things moving ahead. 

You can trust us

You can depend on our team doing financial statement audits to be on top of new accounting and auditing pronouncements, guidelines, legislation, and regulatory issues. They review the internal controls and financial statements of your portfolio companies. You will receive objective, independent, and accurate information in a timely manner. Plus our financial statement audit team will provide added value by offering ideas to improve accounting procedures and internal controls, as well as maximize cash flow.

We work with you

Our private equity specialists can work with your companies throughout their portfolio life.

You can depend on them to: 

  • Deal flow (P&M Corporate Finance)
  • Strategic planning, analysis, & evaluation
  • Transaction & tax structuring
  • Transaction support services
    • Financial, strategic, operational, organizational, tax compliance, & technology due diligence
    • Purchase price allocation
    • Tangible & intangible valuation
    • Closing/opening balance sheet audits
  • Employee benefit plan review
  • Transition period support
    • Interim financial support services
    • Information technology
    • Transition plans & implementation
  • Fund assurance & tax services
    • Operational monitoring & improvements
  • Portfolio company financial reporting
  • Portfolio company tax planning & compliance services
  • Portfolio company exits
    (P&M Corporate Finance)

Contact Us

John O'Connor




Case Studies




"Plante Moran has been working with Huron Capital for more than 15 years. Plante Moran clearly understands our funds’ goals and objectives as middle-market investors, which makes for a great working relationship. One of their best attributes is their understanding of the dynamics of family-owned businesses, which comprise the majority of Huron’s investments. The Plante team has developed a highly effective, customized approach to communicating between the business owner and the Huron deal team.

In terms of portfolio company work, the Plante Moran team has reviewed budgets and provided an independent perspective on achievability and assumptions that drive the buildup. This is helpful as we set financial targets for our portfolio companies. They’ve also been a great referral source to Huron — always on the lookout for potential add-on acquisition targets that may be interesting to our current portfolio. In this sense, they are one of our most active service providers in terms of business development."

-Brian Demkowicz, Managing Partner, Huron Capital Partners