Private Equity & Venture Capital

Maxwell Locke & Ritter has gained experience from service to a vast array of fund and portfolio company clients. This experience allows us to provide a high-level of expertise on accounting and tax issues and share industry best practices and other recommendations for improvement.


  • Business Services
  • Consumer
  • Distribution
  • Healthcare
  • Manufacturing
  • Real Estate & Construction
  • Technology
  • Wholesale & Retail


  • Financial Audits & Reviews
  • Federal Tax Planning & Compliance
  • 401(k) Plan Design & Management
  • Wealth Management
  • Accounting for Income Taxes & Uncertain Tax Positions
  • Due Diligence Analysis
  • Internal Controls
  • M&A Transaction Services
  • Cost Segregation
  • Research & Development Tax Credits
  • State and Local Tax Planning & Compliance
  • Strategic & Exit Planning

Want a second opinion on your company retirement plan?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

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