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Private Equity Portfolio Services

RSM's private equity portfolio services combine the strengths of our experienced assurance, tax and consulting professionals to efficiently deliver results for real business impact. Our team works closely with the leaders of private equity firms and their companies to provide portfolio services that lead to solutions that satisfy management and general partners alike.

Our private equity portfolio company services include:

Assurance

  • Annual audit
  • Global audit management
  • Complete audit of “closing balance sheet” prior to acquisition
  • Complete audit of “opening balance sheet” and audit procedures for the next year-end audit
  • Accounting assistance
    • Acquisition accounting
    • Lease accounting
    • Variable Interest Entities (VIE)
    • Share-based compensation arrangements (ASC 718)
  • Working capital services
  • Covenant negative assurance reviews
  • Inventory observations
  • See our assurance services page for more information.

Tax

  • International, federal and state and local tax consulting and compliance
  • Tax minimization strategies
  • Add-on acquisition structure planning
  • Post-transaction tax integration
  • Sell-side tax due diligence services to identify tax exposure prior to a divestiture
  • Tax planning and analysis of the divestiture of a portfolio company
  • See our tax services page for more information.

Consulting

Most Popular Insights

INSIGHT ARTICLE

Corporate performance management helps drive improved results

By leveraging corporate performance management solutions, private equity firms can optimize their finance processes.

  • Peter Emerling

INSIGHT ARTICLE

Optimizing private equity carve-outs for growth

To maximize shareholder value for carve-outs, private equity firms need to break free of transition services agreements as soon as possible.

  • Bob Jacobson, Dave Noonan

INSIGHT ARTICLE

2017 Operating Partners Yearbook: Operating partners dig deeper

The 2017 Yearbook features insights from portfolio operations professionals on successfully managing private equity investments.

INSIGHT ARTICLE

A diligent approach to value creation

Unlocking the full value of an acquisition requires a detailed appraisal of all aspects of a business to prevent inherent buyer blind spots.

  • Jonathan Caforio

INSIGHT ARTICLE

Nine research and development tax credit myths costing you money

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.

  • Tom Windram

INSIGHT ARTICLE

Drive value and growth through enterprise resource planning

Learn how enterprise resource planning can consolidate and automate your portfolio financial systems and drive value.

  • Chris Wetmore

INSIGHT ARTICLE

Why private equity operating partners matter

A roundup of thought leadership about private equity portfolio operations.

INSIGHT ARTICLE

Value creation in private equity

Untapped opportunities for maximizing portfolio performance

  • Dave Noonan

VIDEO

Deploying private equity operating talent

This three-part video series provides a glimpse inside private equity operations and helpful strategies to improve your operational functionality.

  • Dave Noonan

INSIGHT ARTICLE

Private equity firms may inherit data attacks from acquisitions

Private equity firms acquiring a new business could be held responsible for existing ineffective security strategies and resulting breaches.

  • Daimon Geopfert

INSIGHT ARTICLE

Are you capitalizing on state and local credit and incentive programs?

The vast array of state and local incentives available to attract and retain businesses is an important tool in a portfolio company’s growth strategy.

  • Tom Blaze, Joseph Bergthold, Mark Blawas

WHITE PAPER

Strategic growth and the impact of an effective integration infrastructure

This white paper discusses successful merger integration strategies, especially when dealing with the middle market.

  • James Cashin, Daniel Wheadon

Contact our professionals

Contact us by phone 800.274.3978 or
submit your questions, comments or proposal requests.



Private Equity Subscriptions

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Events / Webcasts

IN-PERSON EVENT

14th Annual Healthcare and Life Sciences Private Equity and Finance Conference

  • February 22, 2017

IN-PERSON EVENT

Current thoughts on valuations and methodologies

  • January 19, 2017

RECORDED WEBCAST

Accounting and tax updates for private equity funds

  • January 17, 2017

RECORDED WEBCAST

Private equity and the software industry

  • December 14, 2016