Our team supports you throughout the transaction, ownership, and exit cycles. From due diligence through the opening balance sheet and ongoing annual audit, our “no-surprises” philosophy means we work closely and collaboratively with you to identify and address issues early to facilitate your transaction and a strong first 100 days.
Areas of Focus
Critical due diligence considerations
Private equity due diligence guidebook
Tactics to mitigate uncertainties and invest with greater confidence
Private equity tackles value creation
Transaction Services Thought Leadership
Equity compensation: 10 tips to get you ready for year endDid your company issue equity compensation in 2017? Here are 10 things to consider as you prepare for year-end equity compensation planning.
Revenue recognition and due diligence: Understanding the impactFor private equity groups, whether buying or selling, the new revenue recognition model could affect the timing of when revenue is recorded, which could have surprising impacts on quality of earnings. Here's what it means for your valuation models during due diligence.
Combat disruption with a flexible operations modelDisruption is pressuring organizations to make often significant changes to stay competitive and profitable. Here are six ways to drive more flexible operations and, consequently, success.
Our clients say
Plante Moran’s transaction advisory services helped us identify and validate investment opportunities and define and mitigate potential risks, avoiding surprises post-closing. Their audit and tax teams tailor their approach and solutions to ensure our portfolio companies are implementing best-in-class financial reporting practices and proactive tax strategies to optimize after-tax cash flows. Plante Moran’s “one-firm” firm approach is particularly useful for private equity groups like ourselves due to the access to the full resources of the firm, whether it be tax, audit, valuation, or various consulting needs. There’s always someone with the right expertise and experience to respond to our needs.