Portfolio Services
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Quick Year-End Tax Planning Ideas for Private Equity
Numerous news outlets have reported that the Biden Administration continues to seek a path forward for its “Build Back Better” economic stimulus and social spending plan, despite not having the support of key Democratic Senator Joe Manchin. In an evenly divided Senate, the Democrats will need the support of every member of their party in […]
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What will Private Equity do after they invest in your business?
Your team has worked hard to get the M&A deal done and the close is here, opening the door to day one of integration. But have you properly prepared for this day and the days that follow? Being very clear on the impact this transaction will have on all involved is extremely important. While you […]
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Private Equity has offered to buy my business, what should I do?
You own a successful privately held business, and in today’s world can expect to receive a call from a private equity firm telling you that they want to buy your business. The price they offer seems reasonable or even good. What should you do? What questions should you ask? Step 1 – Stop! Make a […]
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Tax changes under the Build Back Better Act could impact private equity
By : Michael De Prima On November 19, the House passed the Build Back Better Act (the Act), which contains a number of tax changes affecting businesses and individuals. The House bill doesn’t include all of the proposals put forth by the Biden administration but still includes several significant changes. The legislation now moves on […]
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How Private Equity Will Respond to the Next Crisis
Private Equity (PE) industry is better prepared for the next crisis than it was a decade ago. With the significant growth in PE we have seen new entrants and established PE becoming bigger more diversified. The industry continues to evolve. The question is how will the industry respond to the next crisis? What has the […]
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Opportunity Zones: What You Need to Know
By: Lucas Whelan Key Takeaways: • Capital gains from carried interest are eligible for Opportunity Zone benefits.• The 10% step-up in basis benefit expires on 12/31/21.• Investors need to invest on or before 12/31/21. M&A activity and valuations are at all-time highs. These two factors have created significant capital gains for fund managers that have […]
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From compliance to value creation Environmental, Social, and Governance (ESG) will you be ready?
By: Robert Dormanesh and Andrew Kelley ESG stands for Environmental, Social, and Governance. Private equity and venture capital investors are increasingly applying these non-financial factors as part of their analysis process. Why, to identify material risks and growth opportunities. We see three key areas of influence. Investors – Investors are increasingly evaluating the impact that […]
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2021 Year End Valuation Considerations for Private Equity
With year-end around the corner, the holiday season coming quickly it is a good time to reflect on our accomplishments and plan for the new year. A new year that brings the opportunities for new beginnings. At CLA, we have experienced an incredible year. Our private equity team has worked on close to 400 quality […]
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Welcome to our new CLA Private Equity Blog!
As a private equity or venture capital group, your business model demands an a strategic outlook, and multi-industry knowledge. We can complement and supplement your team in each of these areas. In getting to know you we will be ready to help. CLA’s teams are focused on you and each industry in your portfolio. Our […]