Private Equity Insights

Unlock value at every stage of the investment cycle with insights on due diligence, portfolio optimization, and risk management. CBIZ explores strategies that help private equity firms drive growth and maximize returns.

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Article

Anticipating Tax Policy Shifts in 2025: M&A Implications
Article
March 14, 2025
Private Equity, Venture Capital to Qualify as Financial Institutions Under the Bank Secrecy Act
  • Private Equity
  • Advisory, Risk Management & Compliance
March 14, 2025
Private Equity, Venture Capital to Qualify as Financial Institutions Under the Bank Secrecy Act

Stay informed about the 2026 expansion of the Bank Secrecy Act, now including private equity and venture capital firms as financial institutions. Understand the implications and compliance needs.

  • Private Equity
  • Advisory, Risk Management & Compliance
Article
February 26, 2025
Navigating Key Tax Considerations for Private Equity CFOs
  • Private Equity
  • Tax
February 26, 2025
Navigating Key Tax Considerations for Private Equity CFOs

In today’s dynamic private equity (PE) landscape, CFOs balance kay tax considerations with heavy demands on tax compliance and planning.

  • Private Equity
  • Tax
Article
February 14, 2025
The Good and The Bad of the Upward Trends
  • Private Equity
  • Investment Advisory
February 14, 2025
The Good and The Bad of the Upward Trends

Analyze the pros and cons of upward trends impacting education and careers. Uncover insights into how these trends affect academic and professional success.

  • Private Equity
  • Investment Advisory
Article
February 14, 2025
Anticipating Tax Policy Shifts in 2025: M&A Implications
  • Private Equity
  • Tax
February 14, 2025
Anticipating Tax Policy Shifts in 2025: M&A Implications

Discover how anticipated tax policy shifts in 2025 could influence M&A strategies, valuations, and deal structures. Stay informed and plan ahead.

  • Private Equity
  • Tax
Article
February 10, 2025
The Ripple Effect of President Trump’s Federal Return-to-Office Order: Implications for the Private Sector
  • Private Equity
  • Compensation Consulting
February 10, 2025
The Ripple Effect of President Trump’s Federal Return-to-Office Order: Implications for the Private Sector

President Trump’s recent directive for federal government employees to return to office-based work signals a shift in the private sector.

  • Private Equity
  • Compensation Consulting
Article
January 31, 2025
CBIZ Private Equity Advisory’s M&A Market Update: 2024 Wrap-Up | 2025 Look Ahead
  • Private Equity
  • Advisory, Private Equity Advisory
January 31, 2025
CBIZ Private Equity Advisory’s M&A Market Update: 2024 Wrap-Up | 2025 Look Ahead

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends for 2024 and a look at 2025.

  • Private Equity
  • Advisory, Private Equity Advisory
Article
January 31, 2025
Accounting Standards Update (ASU) 2024-01: Clarifying the Scope of Profits Interest Awards
  • Private Equity
  • Tax
January 31, 2025
Accounting Standards Update (ASU) 2024-01: Clarifying the Scope of Profits Interest Awards

Stay informed on ASU 2024-01 and its impact on accounting for profits interest awards. Gain insights on compliance and the latest FASB standards.

  • Private Equity
  • Tax
Article
January 09, 2025
New York issues Paid Prenatal Leave FAQ Guidance
  • Private Equity
  • Benefits
January 09, 2025
New York issues Paid Prenatal Leave FAQ Guidance

Beginning January 1, 2025, private-sector employers, regardless of size, shall provide pregnant employees up to 20 hours of paid leave in any 52-week period to attend prenatal medical appointments and procedures.

  • Private Equity
  • Benefits
Article
January 02, 2025
Navigating the Impact of CAMT: What Private Equity Funds Need to Know
  • Private Equity
  • Tax
January 02, 2025
Navigating the Impact of CAMT: What Private Equity Funds Need to Know

Stay updated on CAMT’s impact on private equity funds. Learn how to align with regulatory requirements and enhance strategic financial planning.

  • Private Equity
  • Tax
Article
November 22, 2024
IRS Introduces Draft Form 7217 to Streamline Reporting of Partnership Property Distributions
  • Private Equity
  • Accounting
November 22, 2024
IRS Introduces Draft Form 7217 to Streamline Reporting of Partnership Property Distributions

IRS’s draft Form 7217 seeks to streamline how partners report property distributions. Learn more about this crucial regulatory change.

  • Private Equity
  • Accounting
Article
November 09, 2024
Artificial Intelligence and Private Equity: Best Practices for Funds and Portfolio Companies
  • Alternative Investments, Private Equity
  • Advisory, Private Equity Advisory, Technology
November 09, 2024
Artificial Intelligence and Private Equity: Best Practices for Funds and Portfolio Companies

Understanding AI’s role in Private Equity: Boost investment performance with cutting-edge insights and efficient decision-making processes.

  • Alternative Investments, Private Equity
  • Advisory, Private Equity Advisory, Technology
Article
October 31, 2024
What’s Trending – Evolving Exit Strategies – Modern Trends Shaping Deals
  • Private Equity
  • Advisory
October 31, 2024
What’s Trending – Evolving Exit Strategies – Modern Trends Shaping Deals

Stay ahead in business with the latest exit strategy trends. Discover the essentials for strategic success in today’s dynamic market landscape.

  • Private Equity
  • Advisory
Article
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains
  • Private Equity
  • Advisory
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends.

  • Private Equity
  • Advisory
Article
August 16, 2024
Protecting Investments: Cybersecurity Tips for Private Equity (Part One)
  • Private Equity
  • Technology
August 16, 2024
Protecting Investments: Cybersecurity Tips for Private Equity (Part One)

Discover the latest in cybersecurity, its importance, and ways to safeguard your business. Learn about tools, services, and key practices to protect against data breaches and other cyber threats.

  • Private Equity
  • Technology
Article
July 26, 2024
CBIZ PE Advisory M&A Update – Q2 2024: Let’s Not All Rush for the Exit at Once
  • Private Equity
  • Private Equity Advisory
July 26, 2024
CBIZ PE Advisory M&A Update – Q2 2024: Let’s Not All Rush for the Exit at Once

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends.

  • Private Equity
  • Private Equity Advisory

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