General
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Preparing for Success: Tips for Achieving First Year Audit Readiness of Portfolio Company
In the year, your company went through a transaction which requires an Audit. The team is tired from the due diligence and the new cadence. What can you do to make sure the first year audit goes smoothly. How we can help CLA professionals help organizations of all sizes in all industries assess and prepare […]
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Unlocking the Potential of Digital to Create and Enable Value
Unlocking the Potential of Digital for value and value enabled creation
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Unlocking Value Creation: Strategies for Achieving Maximum Impact
Creating value after buying a business is an important part of the acquisition process. It is essential to ensure that the business is able to generate a return on investment and become a profitable venture. There are a number of ways to create value after buying a business, including improving operational efficiency, increasing customer satisfaction, […]
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Evolution of Quality of Earnings
Quality of earnings (QoE) is a term that refers to the overall health and sustainability of a company’s earnings. It is typically evaluated as part of the due diligence process in a merger or acquisition (M&A) transaction, but is distinct from due diligence itself. Due diligence is the process of thoroughly evaluating a company’s financial, […]
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Future Forward 2023
As we look forward to the future and close out 2022, I would like to offer my reflections, and look ahead to unleashing the possibilities and opportunities that 2023 could bring. I understand and have experienced challenges during 2022 that I am sure many of you will have also felt – whether it be the […]
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2022 and Beyond Critical Tax Planning Ideas
Happy holidays, everyone! The following are just a few year-end strategies that could yield significant tax benefits for 2022 and beyond. Roth IRA conversions Many retirement account values decrease in 2022, presenting an opportunity for taxpayers to consider converting their traditional IRA to a Roth IRA. When a traditional IRA is converted to a Roth […]
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2022 Year End Valuation Matters
With year-end around the corner, we have seen a significant uptick in requests from alternative investment funds with valuation needs. Many of our recent inquiries have been in connection with the following: CLA is here to help funds follow best practice guidelines should they have any valuation needs How we can help CLA’s valuation professionals […]
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CLA sees Active Q3 M&A despite slowing volumes
At CLA we can help companies that are buying, selling, transitioning or raising capital. When you think about from CLA’s Deal Services solutions we can help our clients with all of this. So, we are not surprised to see continued M&A activity in 2022. With that being said, I do read the paper and would […]
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Evolution of Quality of Earnings during uncertain times.
Evolution of Quality of Earnings Quality of earnings is a foundational element of the private equity lifecycle, and as the operating environment for PE becomes increasingly complex, it’s critical to get it right. At the same time, it’s become an intensely competitive space where a differentiated experience is key. Employing a seamless experience – that […]
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Possibilities for Tech Enabled Health Care Investing
Use case for telehealth and Medicare One of the most robust examples from the pandemic was in telehealth, the most mature tech-enabled care modality to date. The public health emergency (PHE) declaration allowed the Centers for Medicare and Medicaid Services (CMS) to make myriad changes to statutory or regulatory requirements. Key telehealth flexibilities authorized include: […]