Tag Archive: "#cla #clapromise #privateequity #privatecapital #blog #capitalgains#comliance #valuecreation"
-
Eat That Frog: A Comprehensive Guide to Productivity and Time Management
Eat That Frog! is a book written by Brian Tracy, a well-known self-help author and motivational speaker. The book is all about productivity and time management, with a focus on the idea of tackling your most important and difficult tasks first thing in the morning, before anything else. Here are some of the key lessons […]
-
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 […]
-
Maximizing Returns and Value Creation: The Importance of Tax Planning in Private Equity
As the private equity industry has grown and become more complex, so too have the tax compliance requirements for private equity firms. In recent years, there have been several trends in private equity tax compliance that have emerged, as firms seek to navigate the ever-changing tax landscape. One trend that has emerged in recent years […]
-
Highlights from ACG InterGrowth 2022
The premier deal making conference in the middle-market made its triumphant return with ACG InterGrowth 2022 emerging bigger and stronger than ever. We were able to customize experiences more than ever which allowed the event to cater to every and anyone conducting business in the middle market. ACG InterGrowth remains the foremost destination for all […]
-
“Golden Parachute” payments impacting your transaction?
Author: Michael De Prima Here’s a common scenario… Your company is a target in a transaction and the attorneys tell you that a 280G analysis will need to be performed relating to parachute payments being made as part of the deal, which may also require a shareholder vote. You’re also told time is of the […]
-
The Art of Ownership Transition
Author: Jeff Servais In the life of a business, ownership transition is inevitable. Whether selling to private equity or to the next generation of your family, someone else at some point in time will own your company. Most owners don’t realize how this process, often highly emotional, balances a complex set of considerations necessary to […]
-
CLA provides solutions at every stage of the Investment Life Cycle
Whether you’re a Private Equity (PE) firm, family office managing portfolio companies, a PE-owned company needing more time to focus on business goals or an entrepreneurial business owner searching for a buyer, the objective is the same — increasing value efficiently. With heightened competitiveness in the marketplace, it’s more vital than ever to develop a […]
-
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 […]
-
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 […]