Accounting Advisory Services For Private Equity – XoraH PLLC

Accounting Advisory Services for Private Equity

Specialized accounting advisory services for private equity firms and their portfolio companies. We support PE sponsors with ASC 805, purchase price allocations, carve-outs, and GAAP compliance at every stage of the deal lifecycle.

Intro to Services

Private equity moves on tight timelines. Between deal close, platform build-out, add-on acquisitions, and eventual exit, portfolio companies face a continuous stream of technical accounting demands that most internal teams are not built to handle alone. Our accounting advisory services for private equity firms and portfolio companies fill that gap — delivering the senior CPA expertise needed to keep deals on track and financial reporting accurate throughout the hold period.

We work with PE sponsors and their portfolio companies across the middle and lower middle market, providing accounting advisory support from first close through exit preparation. Our Florida-based team serves clients nationwide.

What is The accounting demands of private equity

From the moment a PE firm acquires a platform company, the accounting complexity begins — and it does not let up. Common accounting challenges across the PE deal lifecycle include:

• Purchase accounting under ASC 805 at platform acquisition and each add-on
• Purchase price allocations and intangible asset identification across multiple transactions
• Carve-out accounting for businesses separated from a larger corporate parent
• Management and lender reporting requirements that demand timely, accurate financials
• Adoption of new accounting standards that portfolio companies have deferred
• Revenue recognition issues under ASC 606 that surface during due diligence or audit
• Debt and equity instrument accounting under ASC 470, ASC 480, and ASC 815
• Exit readiness — cleaning up the accounting and building the financial narrative for a sale process

The standard applies to all transactions in which an entity obtains control of one or more businesses — including mergers, stock purchases, and asset acquisitions that qualify as business combinations. The accounting is complex, judgment-intensive, and subject to significant auditor scrutiny.

Our services for private equity firms and portfolio companies

Platform and Add-On Acquisition Accounting

We handle the purchase accounting under ASC 805 for platform acquisitions and add-ons — including purchase price allocations, fair value measurement, goodwill recognition, and required disclosures. For PE firms executing a buy-and-build strategy, we provide consistent, efficient accounting support across every transaction in the portfolio.

carve-out accounting advisory

When a portfolio company is separated from a larger corporate parent, carve-out financial statements must be prepared to reflect the business as a standalone entity. We advise on carve-out methodology, cost allocation approaches, and the preparation of auditable carve-out financial statements that satisfy buyers and lenders.

technical accounting support for portfolio companies

Portfolio companies often lack a controller or CFO with deep technical GAAP expertise. We serve as the technical accounting resource for the accounting team — advising on revenue recognition, lease accounting, debt instrument classification, equity arrangements, and other complex areas that arise during the hold period.

accounting standard implementation

PE-backed companies frequently need to adopt new GAAP standards on an accelerated timeline — either because the prior ownership deferred adoption or because lender or investor reporting requirements demand it. We manage standard implementation projects for ASC 606, ASC 842, and other standards efficiently and with minimal disruption to operations.

Fractional CFO and controller services

For portfolio companies that need financial leadership but are not yet ready to hire a full-time CFO or controller, we provide fractional and interim support. Our advisors step into the role, stabilize the accounting function, and build the processes and reporting infrastructure the business needs to scale.

exit readiness and quality of earnings preparation

We help portfolio companies prepare for a sale process by cleaning up technical accounting issues, completing any outstanding standard implementations, and ensuring financial statements are audit-ready and defensible. A well-prepared set of financials supports a higher valuation and a faster close.

Why pE sponsors work with xoraH pLLC

We understand the PE model — the timeline pressures, the lender reporting requirements, the need to manage accounting across multiple portfolio companies simultaneously. Our firm is structured to serve as an extension of the sponsor\’s deal team, providing the accounting expertise that moves at deal speed without the overhead of a large firm engagement.

• Senior CPA advisors on every engagement — not junior staff
• Deep experience with ASC 805 and complex transaction accounting
• Scalable across platform and add-on acquisitions
• Coordinated with your existing audit firm and legal counsel
• Nationwide service from our Florida base