Portfolio Services
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Filed Your Taxes? Consider These 3 Strategies for an Improved 2024
By reviewing your tax situation, you can identify where you may be overpaying or underpaying taxes. Then consider adjusting operations and financial planning.
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The Power of AR/AP Automation for Portfolio Companies
For portfolio companies looking to streamline operations, accounts receivable (AR) and accounts payable (AP) automation offer a powerful option.
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Wisdom from Grandparenting: Lessons for Nurturing Portfolio Companies
Patience, adaptability, and effective communication can help guide businesses towards sustainable growth, success, and resilience in an ever-evolving market.
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The 5 Top Tax Strategies for Portfolio Companies
When it comes to managing a portfolio company, tax strategies play a crucial role in boosting returns and financial performance.
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The Advantages of Structuring an Investment with Section 1202
One strategy gaining traction in the realm of buy-side private equity investments is leveraging Internal Revenue Code Section 1202. Learn how you may benefit.
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Strategies to Improve Your Portfolio Company’s EBITDA
Looking to enhance financial performance? A key strategy for improving EBITDA at a portfolio company is by effectively handling and controlling expenses.
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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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Leveraging FP&A to Drive Value in Your Portfolio Company
FP&A can serve as a compass, guiding decision-making and identifying key business drivers and KPIs, enhancing resources, and driving sustainable growth.
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Lessons Learned from Pickleball: Insights for Private Equity
Private equity and their portfolio companies can enhance their resilience and position themselves for success. As in pickleball, mastering these lessons can lead to a winning performance.
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Working Capital Strategies for Portfolio Companies
Effective working capital management is not a one-time task. It requires ongoing monitoring, analysis, and adaptation to evolving market conditions.