Is your company considering a private equity acquisition? If so, effective preparation is key. Discover how to optimize the acquisition process in this three-part podcast series from consulting and accounting services company Baker Tilly.
Accounting professionals will explain how to lay the financial groundwork for transaction readiness through effective due diligence and financial reporting. They will also chart the journey to post-transaction excellence through outsourced accounting. You’ll gain actionable insights for your journey to a successful P/E acquisition.
Check out the podcast episode below.
⬆Ep. 1
Laying the Financial Groundwork for P/E Acquisition
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 P/E 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.
Ep. 2
How Effective Financial Reporting Builds a Platform for P/E Acquisition Success
In the second episode of our podcast series, we will examine the importance of effective financial reporting to portfolio companies as they prepare for their P/E transaction. This process complements the transaction readiness and due diligence phase, which identifies issues that must be addressed before a company can join the P/E firm's portfolio. The financial reporting team concentrates on dealing with those issues by imposing best practices in financial reporting and ensuring that the candidate portfolio company is audit-ready. Listen in to find out what's involved in this process and how portfolio companies can work with a third-party professional to achieve success.
Ep. 3
How Outsourced Accounting Creates Excellence in P/E Portfolios
The third episode of our Baker Tilly podcast series focuses on the benefits of outsourced accounting for P/E firms and their portfolio companies. Our first two podcasts explored what it takes to prepare a company for acquisition. Now, we look at ongoing care to help keep that company's finances in great shape. Outsourced accounting helps to bridge the gap between the practices that a P/E company expects from its portfolio companies, and that company's internal capabilities.
