Joe Bailitz

Background

About Joe Bailitz

Provider of audit, accounting and transaction related services to an array of publicly-traded and privately-held companies, partnerships, and investment advisors. Lead and develop high-performing teams to serve client accounts in attest and transaction work. Ensure client satisfaction through efficient and effective team performance. Leader of complex audit engagements at operating companies and investment firms across various industry sectors, including real estate, private equity, and venture capital. Assist start-up companies and their sources of capital in all stages of development. Well-versed in initial public offerings and other SEC, regulatory and compliance matters. Partner with clients to meet their periodic reporting resposibilities to investors, lenders, and, when applicable, the Securities and Exchange Commission. Assist clients in adopting new accounting pronouncements, implement the requirements of Sarbanes-Oxley, and advise clients on significant transactions. Specialties: REAL ESTATE: REITS, investment advisors, partnerships and corporations in the multi-family, commercial, senior assisted living, retail and other specialty property sectors PRIVATE EQUITY: Investment fund and investment advisor reporting and compliance GAAP / SEC REPORTING: Initial Public Offerings, Sarbanes-Oxley implementation, SEC regulatory and compliance matters