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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

Improving business with value creation: A PE portfolio company profile

How FFL Partners developed and executed a plan to improve a business facing a highly challenging but opportune market.

INSIGHT ARTICLE

2018 Operating Partners Yearbook: Best practices for PE value creation

The 2018 Operating Partners Yearbook features insights from private equity portfolio company experts on value-creation.

VIDEO

Create high-impact returns for portfolio companies

Gavin Backos, management consulting director, explains the importance of investing in integrated technology to advance portfolio growth.

  • Gavin Backos

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.

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.

Private Equity Subscriptions

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Contact our professionals

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



Events / Webcasts

IN-PERSON EVENT

Healthcare and Life Sciences Private Equity and Finance Conference

  • February 20, 2019

IN-PERSON EVENT

Timely insights on SBIC trends

  • January 23, 2019

RECORDED WEBCAST

Health care M&A webcast: Latest trends and best practices

  • December 04, 2018

RECORDED WEBCAST

Tax benefits of investing in qualified opportunity zones

  • November 29, 2018