Tax, Accounting, & Advisory Services for Private Equity Firms

Neil Jesani Advisors delivers specialized solutions for private equity firms, investors, and portfolio companies, helping you effectively manage tax liabilities, navigate compliance, and strategically achieve your investment goals.

About OUR FIRM

A Dedicated Team of Senior CPAs, Tax Attorneys, EAs, CFOs, Controllers and Tax Planners

We deliver exceptional value to private equity firms and investors through our integrated team of senior tax, accounting, advisory, and risk management specialists. This collaborative approach enables us to navigate complex financial environments effectively, proactively manage risk, and capture strategic opportunities unique to private equity. With a commitment to personalized service, we ensure our clients always feel supported and well-informed.

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Empowering Private Equity Clients

Comprehensive Private Equity Services

Tax Planning

Optimize your tax strategy with tailored solutions that reduce liabilities and maximize savings. Our experts provide proactive tax planning services, ensuring compliance while helping you keep more of what you earn.

Business Performance

Improve your business performance with expert accounting, CFO support, and strategic planning for growth, mergers, and exit strategies. Our tailored approach helps you optimize operations, manage financial complexities, and position your business for sustainable success.

Advisory

Get personalized advice from our experienced advisors to confidently navigate retirement, estate planning, succession, insurance, and tax strategies to achieve your personal and business goals.

Consulting

Unlock tailored solutions to optimize your business operations and achieve strategic goals. Our consulting services are designed to address your unique challenges, streamline processes, and drive sustainable growth.

Why Our Clients Choose Us

We Are Professionals Who Understand Your Industry

Our clients choose Neil Jesani Advisors, Inc. because we offer deep industry knowledge and tailored solutions designed specifically for private equity firms and their investors. With over 300 years of combined expertise, our integrated team of senior tax, accounting, advisory, and risk management specialists understands the unique complexities of private equity. We’re committed to providing proactive guidance, addressing challenges, and consistently delivering results through a personalized, white-glove experience.

Nationwide Presence

300+ Years

Combined Experience

Proactive Approach

Schedule a Free Consultation and Uncover Benefits