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October 21, 2020 Newsletter 9 min read
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Building over bridge

October 2020

Valuation considerations for fund managers amid COVID-19 uncertainty and volatility
Join our experts for a virtual discussion as they share valuation considerations and lessons learned from handling transactions during the COVID-19 pandemic to help you navigate through uncertainty.

Industry 4.0: Accelerate digital transformation technologies for a competitive advantage
Industry 4.0 encompasses the intelligent interconnectivity between automation, digitization, and data analytics driving recent transformative change. Mid-market manufacturers who invest in digital acceleration will better position their organizations to manage disruption and compete. Is your organization ready for connected and automated manufacturing?

Five tax strategies to help your business survive the COVID-19 slump
As COVID-19 persists, even businesses unprepared for an economic downturn have avenues to better weather the storm. Kurt Piwko shares five ways to maximize the tax benefits of losses and deductions via Entrepreneur.

Private fund advisors scrutinized in recent SEC compliance report
The SEC’s Office of Compliance Inspections and Examinations (OCIE) recently published a report of common deficiencies, compliance issues, and other observations from their examinations of advisors who manage private funds. How does your advisor stack up?

Vendor security breaches: Four steps for risk reduction
Your organization could be the Fort Knox of cybersecurity when you consider these four steps for risk reduction.

Four reasons to outsource your accounting function
In light of COVID-19 disruption, it’s time to get creative to improve efficiency and save money. Here’s an idea you may not have thought of — and four reasons why you might love it.

September 2020

Transaction trends and considerations in the age of COVID-19
While deal activity may not be galloping at pre-pandemic pace, adaptable buyers and sellers are still finding plenty of opportunities. Our experts cover deal trends, due diligence considerations, post-sale dispute avoidance, and strategies to drive value in this new normal.

Supporting portfolio companies in unprecedented times
Watch Plante Moran Partner Ted Morgan and other industry experts share their insights on how to best support your private equity portfolio companies during the COVID-19 pandemic.

COVID-19’s impact on healthcare investing: Virtual panel
View our on-demand virtual panel discussion for insights from private equity professionals and Plante Moran expert Jerry Luebbers on how the COVID-19 pandemic has impacted private equity investment in healthcare.

Rethinking business and transaction structures during COVID-19
Explaining longer-term tax planning strategies, our tax experts focus on business entities, operations, and transaction planning. We help you find and implement the best strategy to help you attain your business goals, as well as how to implement it.

Is your investment fund ready for the new requirements in the Cayman Islands?
2020 changes required private investment funds in the Cayman Islands to register with the Cayman Islands Monetary Authority (CIMA) and obtain an audit from a CIMA-approved auditor.

COVID-19 and goodwill impairment: When to test
If fair value drops below carrying amount due to a triggering event or change in circumstance — like, say, an incredibly destructive pandemic — you may need to test for goodwill impairment. Here’s what you should know.

Paycheck Protection Program loan forgiveness: Your top questions answered
Our webinar on the Paycheck Protection Program’s loan forgiveness application generated plenty of questions. We’ve compiled answers to some of the most common requests.

January 2020

The Tax Cuts and Jobs Act and Wayfair decision: Their impacts on private equity
Wondering what impacts the Tax Cuts and Jobs Act has on private equity funds? Need more information on the impacts and opportunities created by the Wayfair decision regarding your portfolio companies? View our on-demand webinar, presented in partnership with ACG Global, to learn more.

New private equity valuation requirements in 2019: Three things you should know
View our on-demand webinar, in partnership with ACG Global, to gain insight into the newly released valuation and reporting requirement affecting the private equity industry.

Minimizing your risk of GAAP-related post-close disputes
Looking to avoid post-close disputes on your next transaction? These modifications to a common GAAP provision could help minimize your risk of, or even avoid, disputes.

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?

The value of equity-based compensation
Total shareholder return plans, a form of performance-based equity compensation, are gaining widespread traction, offering companies and staff alike many advantages. Here's what you need to know.

Fair value disclosure changes: What does your investment fund need to adopt?
It’s critical to stay current with fair value disclosure requirements and how they may affect your investment funds — especially when considering end-of-year financial statements. Here’s a recap of the disclosure changes.

November 2019

Minimizing your risk of GAAP-related post-close disputes
Looking to avoid post-close disputes on your next transaction? These modifications to a common GAAP provision could help minimize your risk of, or even avoid, disputes.

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.

Three keys to investing in physician-led practices
Deals involving physician-led practices are on the rise — but they need to be managed carefully. We discuss three factors that separate the failures from the successes.

Treating pain points in healthcare revenue cycle management
To address the obstacles to claim reimbursement, many organizations are turning to tech-enabled solutions for revenue cycle management. Duane Fitch shares his insights with Middle Market Growth.

A solid IT and cyber strategy fuels strong platform growth
Looking to maximize your investment’s exit value through a sound buy-and-build strategy? Technology and cybersecurity can be critical foundations on which to build.

Is your IT department ready for the disruption ahead?
Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.

Joanne Baginski named president of ACG Denver
Joanne Baginski has been named president of the Denver chapter of the Association of Corporate Growth (ACG).

July 2019

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.

Market perspectives
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.

November 2018

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.

2018 year-end tax guide

AICPA releases new SOC 2 reporting standards

Accounting and financial reporting developments for private companies

Learn from Leaders: Executives from the Detroit Lions, Carhartt, and PVS Chemicals share their leadership tips


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.

Building a strong platform — Critical IT and cybersecurity considerations

The IRS reopens door to tax-efficient leveraged buyout transactions

Private equity: Preparing for revenue recognition

Food for Thought: Preparing a food and beverage company for sale

Webinar: Tax reform and 2018 year-end tax planning for businesses

Webinar: Tax reform and 2018 year-end tax planning for individuals

2018 year-end tax guide

ACG Denver welcomes Plante Moran’s Joanne Baginski as president-elect

Learn from Leaders: Executives from The Detroit Lions, Carhartt, and PVS Chemicals share their best leadership tips

July 2018 

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.

April 2018

Spotlight on tax reform

Got questions about how tax reform affects transactions or valuations? We've got you covered.

Warning: U.S. Supreme Court decision could alter M&A tax due diligence 

Private Equity Guidebook: Integration & value creation

Michele McHale honored as ACG Detroit's 2017 M&A "All Star Advisor of the Year"

February 2018

Spotlight on tax reform: The impact to private equity

Will new revenue and leasing standards change the way you do business?

Learn from your peers: Insights from the Midwest Capital Connection