Audit, Tax, Valuation & Advisory Services for Alternative Investment Funds

Your mandates and growth initiatives benefit from our reputation for superior quality, technical competence, client service and respectable industry reputation.

In the evolving world of private equity or hedge funds, you need a partner who can help you meet challenges and capitalize on opportunities. From understanding investor demands to knowing the intricacies of the regulatory and tax environment to the valuation of complex financial instruments and beyond, our strategic approach is designed to optimize your communications with investors, satisfy regulatory requirements, add efficiencies into the audit and tax planning process, and minimize unwelcome surprises along the way.

Consistently ranked as a top, growing CPA firm and a “Best of the Best Firm,” Weaver knows what it takes to achieve smart growth while maintaining our high quality standards.

Our services for alternative investment firms include:

  • Audit
  • Surprise Custody Exams
  • Tax Planning, Structuring & Compliance (International, Federal, State & Personal)
  • IPO Readiness
  • Business Process Improvement
  • Dispute Advisory and Litigation Support
  • Level 2 and Level 3 Valuation
  • Advisory & Strategic Consulting