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November 16, 2019 Newsletter 5 min read
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Building over bridge

November 2019

New private equity valuation requirements in 2019: Three things you should know
Gain insight into newly released valuation and reporting requirements, including what has changed, why, and how it may impact you. Understand how to comply with these new rules and ensure you’re appropriately prepared for your 2019 audit.

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

2018 

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