Audit
for High-Complexity Multi-Entity Portfolios
The Strategy Audit is an institutional financial and legal diagnostic designed to expose active tax drag, un-entangle intercompany ledger distortion, and fortify Corporate Veil isolation—delivering an actionable Executive Execution Memorandum to protect net IRR.
Overview
We save you time by sorting your operational data into highly efficient pipelines. First, choosing these direct paths puts you in total control of your compliance requirements:
& Architectural Discipline
1. Intercompany Tax Drag & Cash Flow Forensic
We audit cross-entity management fee allocations, IP licensing charges, and intercompany debt servicing. We pinpoint exact locations where improper structuring triggers unnecessary state, local, or federal tax leakage.
2. Legal Separateness & HoldCo Shielding
We inspect general ledger boundaries, corporate resolutions, intercompany loan agreements, and cash-pooling mechanics. We identify co-mingling risks and corporate veil vulnerabilities that threaten parent HoldCo capital.
3. General Ledger Alignment & Consolidation Friction
We map chart-of-account variances across active operating units, uncovering manual journal adjustments and reporting latency that blind GPs during quarterly LP reporting.
4. Exit Readiness & Data Room Gap Analysis
We evaluate your current financial documentation against institutional buyer due diligence standards—identifying accounting anomalies and structural friction before they trigger valuation haircuts or deal drag.
Deliverables
Upon completion of the audit, your leadership team receives three core assets:
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Executive Execution Memorandum: A granular, prioritized briefing detailing explicit financial vulnerabilities, tax drag calculations, and operational risk metrics.
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Visual Capital & Entity Map: Architectural blueprints rendering your complete legal entity web, intercompany capital flows, and GL data boundaries.
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EBITDA Recovery & Remediation Blueprint: A step-by-step blueprint outlining exact restructuring actions required to eliminate drag, recover margin, and fortify HoldCo protection.
Blueprint
If your audit reveals structural friction requiring complex multi-entity restructuring, 100% of your $9,500 audit fee will be credited directly toward a 3-Month Minimum Project-Based Consulting engagement.
Application