Private Equity

Ready to talk? Request a confidential consultation.

Where you get your financial advice matters.

It’s true, much of our success comes from a carefully nurtured and attentive relationship with you. Equally important is the experience and expertise we provide to investment companies. We take your business to heart, and we solve the simplest to most complex financial matters as if they were our own. Whether you are a middle-market business owner, a strategic investor, a lawyer or a financial lender, you will work with a knowledgeable, trustworthy partner who understands the intricacies and finest details of making the strongest deal.

You need an advisor who understands the financial complexities you face every day–a team of savvy strategists with comprehensive offerings in accounting, tax, audit, due diligence and consulting services. No need to look any further, just ask any one of our clients. They will tell you that at MCB, you will receive personal attention and accessibility to the most senior team members who are well-acquainted with the need to work discreetly and collaboratively on your behalf. Plus, they will likely tell you how pleased they are with their services, experiences and results.

Contact us to discuss your unique challenges and needs.

Let’s Talk

Audit Services
Tax Services
Outsourced Accounting & Support
Consulting Services

Your Practice Leaders

Matt Dwyer

Principal

Phil Busenitz

Principal

Nimish Sanghavi

Principal

Learn more about
Private Equity.

Learn more about the
MCB Experience.

Related Articles

NPO - Non-Profit Organization

Tips for Sensible Nonprofit Budgeting

When it comes to financial planning, few things are more important to a nonprofit than the creation of the budget. It's how the board of directors and staff plan for income and expenses. Approval of the annual budget is a fundamental step toward sound financial...

Tax Professionals

Matthews Carter & Boyce (MCB) is a 100+ person, full-service CPA firm in Fairfax, VA (Fair Lakes).  MCB’s trusted advisors are well known for their practical, sophisticated audit & assurance, tax planning & compliance, outsourced accounting, business...

Vacation Rental - Tax Issues

Navigating Tax Issues With Vacation Property Rentals

Purchasing a vacation home and renting it when you are not using it is an excellent way to help finance the property. However, the tax aspects of renting your vacation home while also using it as a personal residence can get tricky. By involving a tax professional...

Business Valuation

Concerned About Maximizing Your Business Value?

According to StoneBridge Business Partners in Rochester, New York, business owners often pass their businesses on to their adult children, using an estate-planning option or gifting program. Other owners believe that the sale of their business represents a prudent...

Fraud

The IRS Has Your Back on Fraud

The IRS is calling taxpayers' attention to the ominously named Coalition of Scam and Scheme Threats: "[A] coalition representing the Internal Revenue Service, state tax agencies and the spectrum of the nation's tax industry today announced a new joint effort to...

Wills and Trusts Estate Planning

Trusts Versus Wills: What’s Right for You?

A will is a legal document that takes effect after your death. It specifies how you want your assets distributed and allows you to name a guardian for minor children. Wills must be signed and witnessed according to your state's laws, and they are filed with a...

HSA - Health Savings Accounts

The IRS Adjusts HSAs for 2026

In Rev. Proc. 2025-19, released in May 2025, the IRS announced the following changes to Health Savings Accounts (HSA). HSA Inflation Adjusted Items. For calendar year 2026, the annual limitation on deductions for an individual with self-only coverage under a high...

SBIA 2025 Midwest Deal Summit & DeaLinx

MCB to Sponsor SBIA 2025 Midwest Deal Summit & DeaLinx

MCB Accounting Firm is a proud sponsor of The 2025 Midwest Deal Summit & DeaLinx, May 28-29, 2025, at the Four Seasons Hotel Chicago. Conference attendees will get insights into the latest data, trends and best practices in the lower middle market, as well as...

Have questions about our Private Equity niche? Reach out and we’ll get right back to you.

X