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Funds

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

 

Up Next

Private equity value creation

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46 min watch
Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
View our on-demand webinar, hosted in partnership with ACG Global, to discover the benefits of deploying operational and commercial due diligence to mitigate risk and achieve higher ROI.
Webinar August 29, 2017 46 min watch
Equity compensation in venture capital and private equity
David Howell
Article June 19, 2017 6 min read
Revenue recognition: What private equity needs to know
Webinar January 19, 2017 59 min watch
Uncover issues and prepare for action with IT due diligence
Doug Hockenbrocht
Article June 16, 2017 4 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 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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  • Capital Roundtable PE Investing in Healthcare Practice Management Companies
    Plante 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.
    Event October 19, 2017 1 min read Upcoming
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  • FUND Conference
    Plante 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.
    Event Oct. 26, 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 Jennifer Fiebelkorn
    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
    Image of a hand with a pen signing a document
  • Attain business goals with profits interests
    Profits 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.
    David Howell
    Article August 08, 2017 4 min read
  • 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
  • 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 Jeremy Sikkema
    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.
    Ron Cook
    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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  • 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.

    Podcast June 08, 2017 52 minute listen
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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.