Podcast Series | Baker Tilly Advisor Insights: Financial Preparation and Outsourced Accounting Practices for Private Equity Acquisitions
Baker Tilly releases a three-episode podcast series covering the full private equity (PE) acquisition process: the first episode explains pre-acquisition financial planning and due diligence, the second emphasizes the role of effective financial reporting in deal success, and the third explores how outsourced accounting supports post-investment management. The series is hosted by Baker Tilly accounting professionals, offering practical insights for companies preparing for acquisition, from transaction readiness to post-acquisition operational excellence.
Is your company considering a private equity (PE) acquisition? If so, thorough preparation is critical. In this three-episode podcast series, top advisory firm Baker Tilly will break down how to optimize the acquisition process.
Accounting professionals will explain how to lay the financial foundation for deal readiness through effective due diligence and financial reporting; they will also outline the path to post-acquisition operational excellence through outsourced accounting. You will gain actionable insights for a successful PE acquisition journey.
Welcome to the following podcast episodes.
Series Directory
- Episode 1：Laying the Financial Foundation for a PE Acquisition
- Episode 2：How Effective Financial Reporting Builds a Platform for PE Acquisition Success
- Episode 3：How Outsourced Accounting Creates Excellence for PE Portfolios
Episode 1: Laying the Financial Foundation for a PE Acquisition
Various companies may appear on private equity firms' potential acquisition lists. Before they are ready to change ownership and become portfolio companies, there is often a significant amount of work to be done. At this stage, financial planning and advisory services, as well as due diligence, play a critical role. These two processes ensure that both the PE firm and the portfolio company are fully prepared for the relationship. Working with accounting and tax professionals at this stage helps both parties build a robust platform for future prosperity.
Episode 2: How Effective Financial Reporting Builds a Platform for PE Acquisition Success
In the second episode of this podcast series, we explore the importance of effective financial reporting for portfolio companies when preparing for a PE transaction. This process complements the deal readiness and due diligence phases—due diligence identifies issues that a company must resolve before joining a PE firm's portfolio, while the financial reporting team focuses on addressing these issues by implementing financial reporting best practices and ensuring candidate portfolio companies achieve audit readiness. Tune in to learn what this process involves and how portfolio companies can work with third-party professionals to achieve success.
Episode 3: How Outsourced Accounting Creates Excellence for PE Portfolios
The third episode of this Baker Tilly podcast series focuses on the benefits of outsourced accounting for PE firms and their portfolio companies. While the first two episodes explored how to prepare a company for acquisition, this episode looks at ongoing management to help companies maintain strong financial health. Outsourced accounting helps bridge the gap between the practices a PE firm expects from its portfolio companies and the internal capabilities of those companies.
