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  • Insights into SEC’s Marketing Rule

    Don’t get caught in violation

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  • Highlights from Startup World Cup 2022

    I recently had the opportunity to attend Startup World Cup 2022 with a handful of my CLA colleagues. I really enjoyed interacting with members of the Bay Area venture capital community along with watching the Startup competition presentations. Chris Parker from our transaction services team has provided some key takeaways and insights from the event […]

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  • Businessman Businesswoman Reviewing Pointing Paperwork

    How to respond to current market uncertainty?

    After almost a decade of continuous growth, private equity (PE) dealmaking is set to slow down in 2022 compared to last year’s record‑breaking numbers. The decline in M&A activity reflects the radically changed macroeconomic environment that dealmakers are operating in following the pandemic, characterized by record inflation, persistent supply chain disruptions, geopolitical instability and tightening financial conditions. Economic […]

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  • Perspectives on Carried Interest

    By: Molly Jones, CPA The past decade has seen a tumultuous amount of changes in the tax law. It should continue to be noted that prior to the Tax Cuts and Jobs Act of 2017, the last major overhaul of the tax code was in 1986. Thus, tax professionals have spent nearly 30 years navigating […]

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  • The Power of Digital in Private Equity

    Whenever you have a highly competitive environment, it becomes even more important to look inside to create improvements. With the private equity game becoming more and more competitive, firms need to find new ways to create value. Unleashing the possibilities with Digital is one of the best ways. One of key learnings coming out of […]

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  • Choosing and Preparing Your Successor

    Heather Parbst, Director of Owner Transition Services with CLA, was a featured guest on Julie Keyes’ podcast, “Poised for Exit”. Heather has worked with family businesses in transition for several years and prior to that work was an entrepreneur with her own set of ownership issues. She’s also educated in counseling and psychology, becoming an […]

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  • Opportunities for value creation in today’s environment

    Eight months ago, we were coming off a record year in private equity M&A. Investors were looking to ride the fundraising wave of 2021 into 2022.  We were seeing more deals and more profitable exits. Fast-forward to the present, and the focus has flipped to recession risks and concerns. What’s different about today’s economic climate, […]

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  • Managing Risk in Global Transactions

    The M&A market continues to be very active despite the pressures of rising interest rates and inflation.  With these market pressures it is even more important that sellers are prepared, and buyers are conducting the appropriate tax diligence with the unprecedented and drastic changes in global tax laws that have occurred the past few years. […]

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  • Navigating Working Capital through Volatility

    Buying or selling a business has never been simple; however, the COVID-19 pandemic and subsequent inflation and supply chain issues have created additional complexities around transactions. Net working capital is one specific area where we’ve been asked to spend additional time to help ensure our clients are negotiating an appropriate working capital target. Here are […]

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  • State of Private Equity – June 2022

    The current and future state of private equity is complex. At CLA, we see our family and closely held business owners by of the Mega Trend on Wealth Transfer, looking for options. Our private equity clients, having record amounts of dry powder. All in a ever changing and complex Global environment. Our seat at CLA, […]

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