Joe Sjoholm
CPA, Partner

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).


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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 


BS, Accounting – St. John’s University

Professional affiliations

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants