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Ideas & Insights

 











Insight Article

Locking in value

Learn how private equity firms can employ valuation processes to meet both the needs of their investors and the regulators.


Insight Article

How to transfer carried interest

When it comes to estate planning, GPs would be wise to consider gifting the ownership of carried interest, and getting it properly valued.

  • Hill, Lindsay
  • |


Recorded Webcast

Pre IPO Tax planning considerations

This webcast discusses pre-IPO tax planning considerations tp help you navigate tax issues associated with the IPO process and achieve an optimum ...

  • Burquest, Patti
  • |

Portfolio Valuation

Robust, timely valuations for BDCs, private equity firms, registered investment advisors.


Purchase Price Allocation

RSM understands purchase price allocations are more than complying with reporting requirements, but rather delivering value to our clients.