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Private Equity

Private Equity 360 | Merger & Acquisition Update

Private Equity 360 | Merger & Acquisition Update

August 10, 2023

In this episode, Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. Read More

Private Equity 360 | How Culture Relates to Value Creation | Frazier & Deeter

Private Equity 360 | How Culture Relates to Value Creation

July 13, 2023

In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the “human capital strategy” of value creation with Doug McCormick, Managing Partner and Kate Rodriguez of HCI Equity Partners, and Dan Rodstrom, CEO of Tech24, a portfolio company of HCI Equity Partners. Read More

Private Equity 360 |The Corporate Transparency Act

January 9, 2023

The Corporate Transparency Act (CTA) will have significant reporting and compliance impact on the private equity industry and their portfolio companies. Many private equity firms are not fully aware and are not prepared for the impact of this law and significant... Read More

Private Equity 360 | Minority Investment Funds

September 9, 2022

  In this episode of Private Equity 360, FD’s National Practice Leader, Bob Woosley, joins Jamie Elias Partner with Trivest Partners (www.trivest.com) and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private... Read More

Private Equity 360 | The ESG Challenge and Opportunity for Private Equity Firms

June 28, 2022

  In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy, President of Novata (www.novata.com) ,a public benefit corporation formed as a partnership... Read More

Lease Accounting Update with Mike Cheng

May 24, 2022

Calendar year-end private companies and not-for-profit entities reporting under US GAAP are required to adopt Topic 842 (Leases) this year! It may sound as simple as grossing up the balance sheet with a lease liability and a right-of-use asset, but... Read More

trust taxation

GA Governor Signs Bill Making Consolidated Returns Easier to Elect

May 6, 2022

Georgia Governor Kemp signed HB 1058 making it easier for affiliated corporations to file Georgia consolidated income tax returns. Read More

PCI Security Standards

PCI Data Security Standard – 4.0 is NOW LIVE

April 1, 2022

After 6,000+ items of feedback received by over 200+ companies, the PCI Security Standards Council has published its long-awaited update to the Data Security Standard. Read More

Client satisfaction

Navigating Healthy Conflict In The Workplace

March 17, 2022

Watch as Chris Green and Pam Bauer equip you with the secrets and strategies that will change how you approach conflict. Read More

S Corps Reporting International Tax On Forms K-2 And K-3

March 14, 2022

The IRS now is providing a K-2 and K-3 filing exception for the tax year 2021. Read more to see the qualifications. Read More

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