Laying the Financial Groundwork for PE Acquisition

13/03/2025 22 min Temporada 1 Episodio 1
Laying the Financial Groundwork for PE Acquisition

Listen "Laying the Financial Groundwork for PE Acquisition"

Episode Synopsis

All kinds of companies come across a private equity firm's desk for potential acquisition. There is normally plenty of work to do before they are ready to change ownership and become a portfolio company. Financial planning and advisory services play a critical part at this stage, as does due diligence. Both of these processes ensure that the PE firm and the portfolio company prepare themselves properly for the relationship. Working with accounting and tax professionals at this stage enables both parties to build a robust platform for future prosperity.