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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
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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.