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Private equity value creation

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6 min read
Equity compensation in venture capital and private equity
When it comes to valuation of equity compensation in privately-owned companies, the OPM Backsolve method can be useful for companies with a complex capital structure with multiple classes of equity. Here's our overview of this best-practice method.
David Howell
Article June 19, 2017 6 min read

Private equity due diligence guidebook
Considerations for today's ultra-competitive marketplace

Tax implications of acquisitions

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3 min read
Taxable gain exclusion boosts after-tax ROI on qualified investments
The Section 1202 gain exclusion can increase the net after-tax return on investment for private equity groups and their investors on qualified, C-corporation holdings. Do your C-corp portfolio investments qualify?
James Minutolo
Article July 12, 2017 3 min read
Due diligence and state taxes: What you don’t know can hurt you
Michael Monaghan
Article December 07, 2016 3 min read
How rollovers can run afoul of anti-churning rules for intangibles
Michael Monaghan
Article June 28, 2016 1 min read
Portfolio acquisitions: Valuing intangibles
Richard L. Lies, III
Article February 03, 2016 9 min read

Private equity revenue recognition guide
Pre and post-deal considerations

Related Events

  • ACG New York Private Equity Dealmaking on the Beach
    ACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
    Event July 26, 2017 - July 27, 2017 1 min read Upcoming
    Corporate buildings
  • Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
    Join ACG and Plante Moran for a complimentary webinar with insights into a recent client engagement and an informative discussion on the top three objectives organizations should consider to realize the deal's value and enhance operational benefits.
    Webinar August 29, 2017 1 hour watch Upcoming
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  • ACG Great Lakes Capital Connection
    Connect with more than 1,000 investment bankers, buyers, sellers, lenders, and middle market professionals at GLCC 2017. Plante Moran is pleased to be a platinum sponsor of this dynamic networking, deal-sourcing, and educational event.
    Event September 6, 2017 - September 7, 2017 1 min read Upcoming
    Corporate buildings
  • ACG Chicago Midwest Capital Connection
    Plante 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.
    Event October 16, 2017 - October 17, 2017 1 min read Upcoming
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Funds Thought Leadership

  • Don't neglect tech: Cybersecurity is key to due diligence
    An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
    Raj Patel
    Article April 12, 2017 3 min read
    Image of people standing in a server room
  • Good news: Testing for goodwill impairment just got simpler
    If 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.
    Richard L. Lies, III
    Article April 06, 2017 2 min read
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  • Evaluate risk and determine growth potential with commercial & supply chain due diligence
    Maximize the return on your investment by assessing these 10 customer- and supply-base factors to gain an accurate view of your target's operations, marketplace position, and risks.
    Daron Gifford Michele E. McHale
    Article October 25, 2016 5 min read
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  • Rolling up medical practices? Here are five steps to take
    These 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.
    Mark Fleischer Michele E. McHale
    Article January 19, 2017 4 min read
    Image of a woman doctor
  • 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.
    David Howell David Grubb
    Article October 07, 2016 12 min read
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  • Due diligence and executive compensation: Supporting the reasonableness of salaries
    If 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.
    Michael Monaghan
    Article April 06, 2016 3 min read
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  • Benefits of a post-transaction state & local tax profile evaluation
    A post-acquisition review of state and local tax obligations may help your business comply with requirements you may not even know existed.
    Article January 26, 2016 5 min read
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  • Volatility and value: Equity compensation
    A 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.
    David Howell
    Article May 17, 2017 10 min read
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  • 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.

    Article May 28, 2017 4 min read
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Up Next

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.

 

2017 ACG New York Champion's Awards Winner for Accounting Firm of the Year

 

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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.

Greg Greenberg Senior Partner, Altus Capital Partners

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1 min read
IT due diligence for private equity group
Due diligence of IT processes and ERP systems aids private equity group’s acquisition of a $38 million software and accessories distributor.
Case Study May 31, 2017 1 min read
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1 min read
Buy side due diligence for manufacturer
Financial due diligence leads to successful price reduction for company acquiring a $50 million manufacturer.
Case Study May 31, 2017 1 min read

Our Team

Our multidisciplinary practice is composed of 350 private equity specialists, who offer guidance at each stage of the investment life cycle. We take a personalized approach, building an engagement team based on your distinct needs and mapping a strategy to help you achieve the results you seek.