Today's high-pressure environment means you're constantly challenged to do more with less — which is why private equity funds require a strategic business advisor. Our private equity accounting and consulting solutions can increase your return on investment.
From financial due diligence and tax structuring services to working capital analysis and opening balance sheet audits, we’ll help you strategically evaluate target investments and efficiently close transactions. Once you’ve closed the deal, we’ll help you define priority initiatives and map out a value-creation plan. Then, we'll help you maximize growth during the hold period, with support that spans IT selection and operations improvement to tax planning and financial reporting. When it comes time to exit, we'll help you minimize surprises and reduce the risk of costly delays and price adjustments.
Areas of Focus
Private equity value creation
Private equity due diligence guidebook
Considerations for today's ultra-competitive marketplace
Tax implications of acquisitions
Private equity revenue recognition guide
Pre and post-deal considerations
ACG Chicago Midwest Capital ConnectionPlante Moran is pleased to be a sponsor at the 18th annual Midwest ACG Capital Connection conference, showcasing the leaders who are defining the future of middle market investment.
Capital Roundtable PE Investing in Healthcare Practice Management CompaniesPlante Moran is excited to sponsor the upcoming Capital Roundtable conference in New York City and hear about private equity investing in healthcare practice management companies.
FUND ConferencePlante Moran is pleased to sponsor the 2017 FUND Conference, which brings thought leadership to Chicago to bridge the gap between early stage investors and growing companies.
Funds Thought Leadership
Don't neglect tech: Cybersecurity is key to due diligenceAn independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
Good news: Testing for goodwill impairment just got simplerIf your company recently purchased another entity, it likely has goodwill on its financial statements. We expect many companies to early-adopt recently issued accounting guidance to take advantage of reduced complexity, time, and costs in applying the goodwill impairment.
Attain business goals with profits interestsProfits interests can help LLCs attract, retain and reward employees, provide tax benefits, and support business objectives. Here's what you need to know to use them strategically.
Rolling up medical practices? Here are five steps to takeThese five steps can help as you join the growing number of medical practices, hospital systems, and private equity investors that are merging to beat economic pressures.
Due diligence and executive compensation: Supporting the reasonableness of salariesIf you’re the acquiring business in a transaction, you should consider how the IRS will view pre-transaction payments to owners and officers. The Service may look to the “reasonableness” of those payments to determine if they were compensation or dividends.
Benefits of a post-transaction state & local tax profile evaluationA post-acquisition review of state and local tax obligations may help your business comply with requirements you may not even know existed.
Volatility and value: Equity compensationA volatility factor helps estimate the potential for future increases in value, an important objective in many equity compensation plans. This discussion provides an overview of volatility and how it’s used to value equity compensation in a privately owned company.
Improving operating margins: Four principles you need to know
The easiest way to make a business more lucrative is to understand the drivers of top-line revenue and analyze margins on a customer, product, and market basis. Use these proven principles as you strengthen your organization.
Global growth strategies in uncertain times
Have you been considering shifting your international strategy, given some of the current challenges in the U.S.? This podcast will explore some ideas for international investment in the current climate.
Our clients say
During the past 15+ years through multiple fund cycles we have found a valuable advisor in Plante Moran who understands the challenges and opportunities we face in the private equity market. The Plante team demonstrates consistent industry expertise which has helped foster a successful track record. This expertise combined with entrepreneurial enthusiasm and creativity provides Altus with ‘outside the box’ thinking to well serve our fund and our portfolio companies. I strongly recommend Plante Moran.