Technical Excellence | Skilled Guidance
CONTACT AN EXPERTMost PE firms and their portfolio companies have ambitious growth plans within a defined time period with an exit strategy as a primary focus. Tax strategies need to support these plans, while also supporting the management and owners of the portfolio companies, management and owners of the PE firm, and the outside investors funding the acquisition.
This PE value creation model requires tax efficiency at all stages for all stakeholders.
From formation of the PE fund to acquisition and disposition of portfolio companies to ultimate winding down of the fund, Smith + Howard’s experienced tax professionals work hand and hand with the entire team to minimize taxes and meet business objectives.
The Smith + Howard tax team is nationally recognized for its solid grasp of tax strategies and proven ability to implement practical solutions.
While there are often different goals for portfolio companies and their PE partners, Smith + Howard’s tax professionals will work to ensure that tax strategies are aligned with the ultimate goal of value creation for all stakeholders upon a successful exit.
We can help with the following:
“In recent years, Smith + Howard has been invaluable in keeping us abreast of changes to the tax code and wider environment. They’ve guided us through complex issues we had no knowledge of, and time and time again, it’s proved to be invaluable for us.”
Tom Nahigian, retired CFO of Abatement Technologies
“We use Smith + Howard for our audit, tax and special project work. Their advice and counsel is exceptional. Most recently, without Smith + Howard’s advice, we would have missed out on a $4M refund from a tax incentive program.”
David Seem, CFO, Miller-Zell
“Their mindset is different. They’re constantly looking to see what our objectives are and they’re giving us the best possible advice and keeping up with all the rules and regulations. It’s like having an expert looking over your shoulder with what you’re doing.”
Raj Anand, CEO, Southern States, LLC
Whatever your role in a deal, we have you covered.
Additionally, we can support the big picture of how taxes factor into your growth goals:
Our roots going back over half a century were grounded in tax. Today, while we can serve every aspect of your business’ financial life, we still stand on a strong tax foundation.
As a high-net-worth individual, you need a partner working as hard to protect and grow your wealth as you did to accumulate it – a partner who is on the same page as you about how your life, family and goals evolve over time and commits to preserving what you’ve built.
At each step of the way, we will work with you to maintain compliance and minimize your taxes, while establishing a long-term relationship built on quality counsel and efficient, responsive service.
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