Private company services

Customized audit, tax and advisory services to privately held businesses, private equity portfolio companies and their owners, US-subsidiaries of international companies, family-owned businesses, and high net worth individuals, families and family offices.

“Our teams, our training and our events are all focused solely on private companies and we see the business issues you face through your lens, not ours."

- Shawn Panson, US Private Company Services Leader


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Private company services clients: who they are and how we help them. Hear from our leaders, Shawn Panson and David Zimmerman.

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PCS professionals are regularly sought out for their insight and opinion on issues of national and local interest affecting their audience.

Private company issues in the news

BenefitsPro: 10 ways employee financial wellness is getting worse
November 1, 2016
According to PwC's 2016 Financial Wellness Survey, financial stress is up and its negatively impacting employees and their employers in several key ways.

Accounting Today: Private Companies Reassess Economy
November 3, 2016
Trendsetter Barometer's Q3 survey showed that survey participants were uncertain about the economy in the run up to Election Day but they were still positioning their companies for growth.

.Mic: Here's exactly how Donald Trump could hurt the middle class - and how to fight back
November 17, 2016
PFS partner Brent Lipschultz commented on the value of the fiduciary rule slated to go into effect in the Spring and possible opportunities for compromise with the GOP-controlled Senate when he was interviewed by .Mic - an online millennial publication.

WSJ Podcasts: WSJ Watching Your Wealth: Year-End Tax Tips for Wealthy Millennials
November 24, 2016
In this podcast, Brittney Saks provided wealthy millennials with year-end planning tips to consider in light of a growing likelihood that taxes may be reduced with Republican control over Congress and the White House. 

Contact us

Shawn Panson
Private Company Services Leader
Tel: +1 (973) 236 5677



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