Tax diligence and planning: Don't leave money on the table or risk a deal collapse
Tax readiness is an often-overlooked aspect of preparing for an exit, yet the consequences can be significant. Why leave money on the table or risk the deal's collapse?
To catch the baby-boomer wave, elder-care investors need to think differently
As social and technological changes enable baby boomers to live independently for longer, investors are shifting their focus from assisted living to more immediate opportunities in independent living. Read more in PE Hub.
Joanne Baginski discusses mergers, acquisitions and corporate growth on Denver’s KOA News Radio
Listen as Joanne describes how to avoid the missteps that can kill a deal.
FDII benefit updates: Navigating the proposed regulations and maximizing tax savings on foreign income
With the new FDII deduction, are you wondering how to maximize your tax savings using the deduction? Join our webinar to learn how to calculate the FDII deduction, determine what income qualifies, and understand your tax-planning opportunities.
GILTI: The new era of global taxation and planning
How will the new GILTI income inclusion impact your U.S. tax liability? How can you minimize or eliminate your GILTI inclusion to reduce your U.S. tax liability? Join our webinar to learn more.
Explore emerging market trends and insights from our Investment Research team. If it’s top of mind for you, it’s top of mind for us.
SEKO Logistics’ James Gagne: Dream big, have fun, get stuff done
For James Gagne, a culture of dreaming big, "getting stuff done" and scaling the business while staying "small enough to care" has enabled SEKO to not only survive but thrive as it reinvents itself over time.
How to attract private equity interest in tech companies
Considering a sale to a private equity firm? Here are the key characteristics PEGs look for when investing in a technology company.
Private equity trends: Leading dealmakers share their strategies
Watch and learn from private equity dealmakers as they share how they’re capitalizing on industry trends. Featured funds include: Huron Capital, Monomoy Capital, Prospect Partners, Winona Capital, and Frazier Healthcare Partners.
Using sell-side due diligence to maximize deal value
Every seller’s goals are to maximize value, accelerate the deal timeline, and enhance the certainty of close. Follow these three steps to ensure you get the most out of your investment.
Operational improvements to achieve private equity value creation
There are three critical ways to both protect and grow value through operations: lead differently, optimize for the future, and measure for success.
Webinar: Six months in, what should businesses do now?
The Tax Cuts and Jobs Act (TCJA) was enacted only a little over six months ago. Join our June 19 webinar as we discuss what you should do now to ensure your business maximizes all of the benefits tax reform has to offer.
Playbook: What you can do now, and how to plan ahead
Do you have a clear idea of what you need to do, how, and by when? Our interactive tax reform playbook can help.
Profits interests and tax reform: Three things you should know
The TCJA left many aspects of profits interests in place, but here are a few things you should know if you use this form of equity compensation with your LLC.
What does the Wayfair decision mean to you?
The South Dakota v. Wayfair decision has redefined “sales tax nexus,” making virtual presence — not just physical presence — taxable.
Got questions about how tax reform affects transactions or valuations? We've got you covered.
- Read how TCJA provisions will affect many aspects of M&A transactions, including choice of entity, valuation, and due diligence.
- Learn how tax reform will affect company valuations. Warning: it's complicated.
- Watch our on-demand webinar for a comprehensive overview of tax reform's implications on M&A structuring.