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Ideas & Insights

 



RSM Services

Private Equity

RSM's private equity services help middle market firms maximize profits and create value throughout the private equity life cycle.


Insight Article

Accounting changes affecting private equity funds

Learn about key accounting changes and related valuation, back-office and SBIC issues private equity funds should consider in 2017.

  • Rotta, Matt
  • |

Insight Article

Nine research and development tax credit myths costing you money

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.

  • Windram, Tom
  • |

White Paper

Using sell-side due diligence to maximize deal value

Learn how sell-side due diligence can help maximize value and minimize negotiations.

  • Gruidl, Nick
  • |

White Paper

A guide to accounting for business combinations (third edition)

A plain-English explanation of the accounting for a business combination accompanied by detailed examples, illustrations and checklists.


Insight Article

Credits and incentives can add real value to your deal

Credits and incentives aren’t just for new businesses. Learn how private equity companies may be able to benefit when buying existing businesses.

  • Bartman, Jean
  • |

Insight Article

Payroll and employment taxes are an often-overlooked M&A issue

Companies often overlook payroll and employment taxes during transactions. Learn how to avoid this potentially costly mistake.

  • Ellenwood, Tim
  • |

Insight Article

Private equity fund and portfolio companies: The impact of tax reform

As the tax reform provisions roll out, deal teams have additional tax attribute facets to consider when acquiring or exiting an investment.

  • Gruidl, Nick
  • |

Insight Article

Corporate performance management helps drive improved results

By leveraging corporate performance management solutions, private equity firms can optimize their finance processes.

  • Emerling, Peter
  • |

Insight Article

New Jersey’s sourcing rule for gain on dispositions can be deal-killer

Private equity companies have become inundated with state income tax issues as portfolio company investments have shifted to partnerships and LLCs.

  • Kwiatek, Harlan
  • |

Live Webcast

Working Capital Adjustments

Please join us for this mergers and acquisitions litigation webcast focused on post-closing disputes involving working capital adjustments.


Insight Article

Biggest tax risks facing private equity during due diligence

This article discusses six tax risks private equity firms should watch out for during due diligence.

  • Gruidl, Nick
  • |

Case Study

RSM guides speedy transition for carve-out, on time and under budget

Learn how RSM helps a private equity client through a fast-paced carve-out transition needing infrastructure and technology system renewal.


Insight Article

Sales and use tax presents a higher risk than what you might think

Sales and use tax is an area of risk not always given the attention it deserves by private equity deal-makers

  • Wozniczka, John
  • |

Video

Technology strategy is key to your growth

Technology is at the core of businesses today. Companies wanting to achieve growth and manage risk must have a solid technology strategy.

  • Caforio, Jonathan
  • |

Insight Article

The importance of pretransaction sell side SALT due diligence

By preparing for a sale through sell side tax due diligence, a seller can fix issues before they are identified by a potential buyer.

  • Wojcik, John
  • |

Tax Alert

Income tax effects of non-vested partnership capital interests

In a decision relevant to private equity funds, a court addressed the allocation of partnership income to non-vested capital interests.

  • Musi, Gennaro
  • |

Tax Alert

IRS proposal draws a line in the sand on allocation of certain M&A costs

Proposed regulations would eliminate flexibility in the allocation of success-based fees and compensation costs related to certain M&A transactions.

  • Kasden, Amy
  • |

Tax Alert

M&A friendly procedures for accounting method changes issued

New accounting method procedures help alleviate risks, minimize unintended tax results, and simplify negotiations in M&A transactions.

  • Kasden, Amy
  • |

Case Study

Lakeside Capital boosts visibility, agility and efficiency with NetSuite

RSM implements a cloud-based NetSuite solution for Lakeside Capital, enhancing flexibility, access and reporting speed, and removing data silos.