As a partner in the firm’s Private Equity practice, Joe Sjoholm has more than two decades of experience providing accounting and assurance services to a range of private equity and alternative investment firms including small business investment companies (SBICs).
Joe Sjoholm
CPA, Partner
Areas of expertise
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Joe+Sjoholm [email protected]Experience and credentials
Extensive experience in financial reporting, regulatory compliance, structuring engagements, incentive and partnership allocations, and equity and debt valuations of public and private investments inclusive of portfolio companies
Knowledgeable in waterfall and distribution models, purchase accounting, and managing international audits involving foreign subsidiaries
Additional experience includes advising clients ranging from $25 million of Assets Under Management (AUM) to those with more than $5 billion of AUM
Education
BS, Accounting – St. John’s University
Professional affiliations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
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