This course is designed to assist private companies navigate through the life cycle of a private-equity owned company, from the pre-deal considerations and day-one purchase accounting to post-deal reporting and consideration of potential exit events. This course will cover important considerations at each of these phases.

Tod Edgecomb, CPA, Partner, Advisory Services, Marcum LLP

Jessica McCauley, CPA, Partner, Transaction Advisory Services, Marcum LLP
Michael Shoff, CPA, Director, Advisory Services, Marcum LLP
Andrew Limbek, CPA, Director, Advisory Services, Marcum LLP
Rob Drover, Vice President, Business Solutions, Marcum Technology
Richard Hunter, CPA, Partner, Advisory Services, Marcum LLP

Program Description Navigating through the Private Equity Life Cycle
Important Notice Regarding CPE:
Learning Objectives During this event Marcum will be:

  • Explaining the type of procedures included in a buy-side quality of earnings report.
  • Describing purchase price allocation and opening balance sheet best practices.
  • Building internal reporting and monitoring KPIs through automation tools.
  • Identifying the different elements of exit strategies such as IPO, sale and ESOP and describing the importance of financial statements in the closing process
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.