Fund Services
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The Top 5 Trends for Private Equity Firms in 2024
Private equity firms can have a transformative year by using AI, infrastructure investments, value creation, working capital management, and retail expansion.
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New Audit Standards Fund and Portfolio Companies Need to Meet for 2024
Fund and portfolio companies are subject to new audit standards for 2024. Learn the new requirements.
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Exploring Buy-Side Tax Structuring Alternatives for Private Equity
As private equity firms seek to enhance their investment strategies, exploring buy-side tax structuring alternatives is a game-changing opportunity.
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Year-End Alternative Investment Fund Valuation for Accurate Assessments and Future Success
Accurately valuing investments helps comply with regulatory requirements, make informed investment decisions, and improve the fund’s long-term success.
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Fund Manager Year-End Compliance To-Do List
Fund managers should anticipate potential hurdles and work with their audit and tax teams to make sure they are meeting deliverable dates.
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Co-Sourcing: An Evolution of Traditional Outsourced Fund Administration
Co-sourcing fund administration is a compelling option to improve operations, reduce costs, and enhance efficiency while maintaining control of their data.
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The CFO’s 10-Step Playbook to Drive Portfolio Companies’ Success
Strategies include exploring cost savings, implementing strong internal controls, leveraging technology, and establishing a robust financial reporting system.
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CLA Provides Key Personnel, Strategic Planning to Private Equity Client
CLA’s team stepped in to fill key roles at the company and developed a roadmap to prepare the company for financial and operation changes within six months.
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Invest in Life Sciences? 5 Trends Private Equity Should Know
PE firms are mildly optimistic about life sciences assets despite economic uncertainty. Some firms are considering ERP integration and ESG ratings in deals.
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The New SEC Rules for Private Funds: What to Know
The new SEC rule for registered investment advisers has two important rules for all private funds regarding preferential treatment and restricted activities.