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The professionals on Plante Moran’s forensic and valuation services team stay current with rulings by the Private Equity Industry Guidelines Group (PEIGG) so that they can offer you opportunities to take a proactive approach to new policies and reporting requirements such as those promulgated under ASC Topic 820.

Business Valuation Services

Business valuation services to meet the special needs of private equity groups

Because we serve more than 100 private equity groups, and more than 200 portfolio companies, we understand the goals and concerns of private equity firms. We gain an understanding of the fund’s portfolio holdings and implement a scalable, tailored process in order to provide creative and customized solutions to complex financial issues. We’ve earned an exemplary reputation in the business and legal communities for responsiveness, objectivity, and technical know-how.

Local service, global support

Plante Moran is the 12th largest accounting, tax, and management consulting firm in the United States. With more than 2,000 staff members and 22 offices throughout Illinois, Michigan, Ohio, China, India, and Mexico, we provide our clients with access to the resources, experience, and depth of technical expertise of larger firms, coupled with the responsive, personal service and attention of smaller firms. In addition to our international offices, we provide service around the globe with relationships in 72 countries. We can provide services to portfolio companies and private equity firms located throughout North America, Europe, and Asia. 

Forensic & business valuation services

 
Plante Moran’s forensic & valuation services (FVS) team of more than 50 professionals has extensive experience working with private equity firms. We deliver reliable, independent advice and counsel across a broad spectrum of complex financial issues. We stay current with rulings by the Private Equity Industry Guidelines Group (PEIGG), which allows our clients to take a proactive approach to new policies and reporting requirements such as those promulgated under ASC Topic 820. Beyond our deep technical expertise, Plante Moran’s FVS team brings significant and relevant industry experience to every engagement, providing our clients with an unmatched breadth of sophisticated technical resources. Our FVS team is highly energetic with a laser focus on client service and a dedication and commitment to exceeding client expectations. Our primary valuation services to private equity firms include:

  • Financial reporting
    (ASC Topics 805, 350)
  • Equity–Based compensation
    (ASC Topic 718)
  • Fairness opinions
  • Purchase & sale advisement
  • Bankruptcy/Fresh start accounting
    (ASC Topic 852)
  • Carried interest valuation consulting

Our forensic professionals assist clients with fraud prevention (internal control assessments, data mining preselected accounts, and vulnerable area testing) and fraud detection
and quantification.

Plante Moran has the experience and expertise to serve private equity groups. Our services for private equity groups and their portfolio companies include:

  • Deal flow (P&M Corporate Finance)
  • Strategic planning, analysis, & evaluation
  • Transaction & tax structuring
  • Transaction support services
    • Financial, strategic, operational, organizational, tax compliance, & technology due diligence
    • Purchase price allocation
    • Tangible & intangible valuation
    • Closing/opening balance sheet audits
  • Employee benefit plan review
  • Transition period support
    • Interim financial support services
    • Information technology
    • Transition plans & implementation
  • Fund assurance & tax services
    • Operational monitoring & improvements
  • Portfolio company financial reporting
  • Portfolio company tax planning & compliance services
  • Portfolio company exits
    (P&M Corporate Finance)

"Our Plante & Moran tax specialists are thoughtful and complete in their tax planning ideas. We appreciate that they successfully implement their ideas with equal energy and expertise."

Tax Manager
Large Turnaround Firm