Compliance & Tax

Keeping you up to speed with the dynamic regulatory landscape.

Featured Clients:

Compliance and tax regulations can be overwhelming. E78 makes them simple.

E78 empowers middle market companies, PE-backed firms and  private funds by providing strategic guidance, compliance assurance and expert tax management, helping to secure their firms and investors by devising fund policies and compliance protocols to navigate regulatory risks effectively. We offer investment compliance expertise through outsourced services, allowing CFOs to benefit without increasing headcount. We also provide expert tax services, including planning, preparation and representation for various entities, ensuring comprehensive support to individuals and businesses year-round.

We help weather the storm of compliance and tax regulations.

Our industry specialists equip you to meet current and emerging regulatory disclosure requirements efficiently, while our tax advisory services offer pragmatic strategies and insights for managing corporate tax matters, compliance and disputes. Enhance your firm’s compliance reporting with expert planning, implementation and assessment by top accounting and risk management professionals.

Regulatory & Compliance Services for Private Funds

With a deep understanding of private sponsors, we have the ability and experience to devise fund policies and compliance protocols that anticipate and avoid regulatory pitfalls, securing investors and your firm against unforeseen complications.

We provide outsourced expertise to registered investment advisors managing private funds and separate accounts, ensuring that they have dedicated resources to manage compliance without the burden of increasing their staff.

Our industry-specialized tax advisors have decades of experience in planning, preparation and representation for various entities. We take a comprehensive approach to tax services throughout the year, ensuring that you remain informed about regulatory requirements and compliance challenges.

As a first-time fund, we were able to leverage their expertise as we navigated through fund formation, fundraising, and investor due diligence. E78 allows us to focus more on serving the leaders of our companies.

Ryan Heckman, Managing Partner, Rallyday


E78 is your co-pilot in meaningful change.

We anticipate needs before they arise.

Drawing on our deep alternative investment and C-level operational knowledge and extensive Big Four experience, our team is constantly on the offensive, thinking proactively and tackling issues head on.

We leverage leading technology to drive insight.

High-quality data, along with the capability to interpret and act upon it effectively, is critical to the success of leading organizations. We are experts in illustrating the transformative potential of technology and data, equipping your team to leverage these insights for decision-making both now and in the future.

We’ve been in your shoes.

Our ability to provide you with the best service possible stems from our team’s years of leadership. With former C-suite executives, private equity leaders and Big Four alumni, we provide you with world-class experts who understand the challenges you face in order to deliver on our promise of outstanding outcomes.

Our Partnership Process.

Our team understands that time is money. We add value by delivering results on-time and on-budget.

Meet E78’s experts.

Jim Stern

Ofelia Sanchez

Sam Cassello

Howard Nurtman

Experience the Power of E in your organization

Learn what E78 can do for you today.

"*" indicates required fields