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Ideas & Insights

 



Tax Alert

Court affirms exclusion of assumed liabilities in acquired assets’ basis

Liabilities not assumed and not includable in basis until service is performed. Taxpayers urged to examine past, present and future acquisitions.


Insight Article

Structuring minority interest acquisitions with a step-up in basis

Related-party traps can lead to ordinary income, as opposed to capital gain, recognition by pre-transaction target entity shareholders.

  • Gruidl, Nick
  • |

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

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

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
  • |

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
  • |

Case Study

Merger integration initiatives lead to $1 million in annual savings

Learn how a manufacturer improved its product line profitability while streamlining the back office.


Insight Article

Personal goodwill: Alive and well indeed!

Recent court decisions support the existence and sale of personal goodwill as an asset separate from corporate-owned goodwill.

  • Gruidl, Nick
  • |

White Paper

Issues in Negotiating Cash-Free Debt-Free Deals

Learn how the details affect price in cash-free, debt-free deals.

  • Moore, Bob
  • |

White Paper

Allowance for loan losses is a key due diligence concern

Buyers considering speciality lenders should focus on allowance for loan losses.

  • McMurry, Robert
  • |

RSM Services

Government Contracting Transaction Advisory Services

...Our transaction advisory services team offers strategic guidance and services assisting companies in the United States and around the world with...


Insight Article

A diligent approach to value creation

Unlocking the full value of an acquisition requires a detailed appraisal of all aspects of a business to prevent inherent buyer blind spots.

  • Caforio, Jonathan
  • |

Video

Assessing the debt opportunity in energy

Valuing leveraged loans in the oil and gas sector.

  • Brady, Melissa
  • |

Recorded Webcast

How can private equity find value in a difficult energy market?

Volatility is changing energy valuations for portfolio companies.

  • Sprenger, Steve
  • |

White Paper

Strategic growth and impact of effective integration infrastructure

This white paper discusses successful merger integration strategies, especially when dealing with the middle market.

  • Cashin, James
  • |

Video

How detailed should your valuation policy be?

Learn about the various approaches to forming and following valuation policies in private equity.

  • Vannucci, Kevin
  • |

Video

Valuations and the unicorn phenomenon

Learn about the impact of the unicorn phenomenon on private equity valuations.

  • LaDue, Christopher
  • |

Video

Valuation trends in private equity

In this video series, industry professionals explore valuation policies, methodologies and fundamentals for private equity.

  • Vannucci, Kevin
  • |