Tax efficiency, transaction velocity, and CFO-grade reporting — built for portfolio companies.
Neil Jesani Advisors works directly with private equity sponsors and their portfolio companies to protect deal economics, reduce tax drag, and install the financial infrastructure that supports growth and a clean exit. Three integrated practice areas — Business Tax, Transaction Advisory, and CFO Advisory — operate under a single fixed monthly retainer, giving sponsors full cost certainty across the hold period.
Federal and 50-state compliance, 338(h)(10) and 336(e) elections, entity restructurings, advanced tax planning, and SALT advisory — covering every portco in your platform at one flat fee.
Quality of earnings, financial due diligence, valuation, and tax-efficient deal structuring. Covers aggregate deal values up to $500M — multiple transactions in a year, one monthly retainer.
Fractional and interim CFO services, board-level reporting, budgeting and forecasting, and controller services. Scales from 0 to 150 hours per month — deploy on demand, reduce or exit with no cancellation fee.
Every NJA engagement is led by a senior CPA, JD, or former Big Four practitioner. No junior staff hand-offs. No rotating teams. The same senior advisor works the file from LOI through close — and through the full hold period.
Annual commitment, billed monthly. Fixed fee covers all federal and state compliance, planning, and owner services — regardless of state return count or complexity.
Monthly retainer for the engagement period. Covers aggregate deal activity up to your tier threshold — multiple transactions per year under one flat fee.
Monthly retainer, no minimum term, no cancellation fee. Scale hours up or down as portco needs shift — 0 to 150 hours per month.
Senior practitioners only.
