Quality of Earnings
For buyers, we help determine if the seller’s information is accurate. We dig deeper to give you the complete story behind the numbers, assessing the company's historical financial performance and condition, identifying key drivers of trends, and uncovering weaknesses and future growth opportunities. We also help you reduce risk by minimizing your potential tax exposure.
For sellers, we strategize opportunities to maximize the transaction value, identify and remedy potential exposure areas, help prepare management for the acquisition, and expedite the sale process. We look beyond the reported financials and provide insights into earnings, quality of working capital, and liabilities to improve buyer and lender confidence.
Areas of Focus
Critical due diligence considerations
Private equity due diligence guidebook
Tactics to mitigate uncertainties and invest with greater confidence
Quality of Earnings Thought Leadership
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.
Private equity integration and value creation guidebookLearn seven post-acquisition strategies private equity firms should employ to ensure maximum ROI upon exit.
Taxable gain exclusion boosts after-tax ROI on qualified investmentsThe 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?
Sale readiness and the value proposition of seller’s due diligenceThinking of selling your business? Careful transaction planning is critical to minimizing the risks and streamlining the transaction process. Use these three steps as your keys to unlock the value within your business.
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.