Services

Valexus provides tax and accounting services to Venture Capital and Private Equity firms, specializing in tax consulting and compliance as well as financial statement preparation for all vehicles, inclusive of corporate blockers, partnership fund vehicles, GP entities, and management companies. Services include:

Qualified Small Business Stock (I.R.C. Section 1202) benefits and analysis
Tax considerations surrounding acquisitions and exit strategies
Inbound and outbound investment implications
Tax-efficient investment fund and portfolio company structuring catered to LP base
Partner allocation computations, analysis, and review
Oversight of tax compliance process and tax reporting to investors
Tax return preparation
Financial statement preparation
Consolidation and de-consolidation of complex fund vehicles financial statements

Valexus works closely with fund administrators, back office, CFOs, counsel and other tax advisors as needed to ensure proper analysis and reporting of transactions, allocations, withholding, and various other tax and accounting matters. Services arrangements are flexible and tailored to each client.