Assure Professional, LLC is a non-traditional, innovative provider of audit services to service organizations, full investment cycle services to private equity and venture capital firms, affordable accounting and tax services.

Assure strives to provide exceptional services at competitive rates, developed from decades of practical experience.

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Private Equity Services

Assure has the experience and knowledge to assist you at each step in the life of an investment. We have participated in more than 100 transactions with over $2,000,000,000 in value.

We provide the following services at each step:


  • Financial Due Diligence
  • Tax Due Diligence
  • Tax Structuring and Planning
  • Operating Agreement Review
  • Transaction Cost Analysis
  • Purchase Price Allocations
  • Opening Balance Sheet Analysis
  • IT Assessments

Portfolio Operations

  • Audit and Review Preparation
  • Fractional CFO/Controller Services
  • Reporting Package Assistance
  • Tax Compliance
  • Quarterly Tax Planning
  • Add-On Acquisition Advice and Analysis


  • Go to Market Preparation
  • Sell-side Due Diligence
  • Exit Planning
  • Tax Structuring and Analysis


PE Fund Accounting and Tax

Assure offers its full platform of accounting and tax services (see our webpage). In addition to those services, we can also assist you with:

  • Partnership Allocations and Distributions
  • Quarterly Tax Projections for Investors
  • Individual Tax Planning and Compliance
  • Investor Reports and Communications
  • Full Back Office Support
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