Anticipating the needs of private equity and venture capital firms and their portfolio companies has always been a Baker Tilly priority.

We are here to help you achieve your financial objectives throughout the investment cycle—from providing due diligence and valuation at origination to developing operational improvements and harvesting your invested capital.

Baker Tilly’s focus on the middle-market and our breadth of advisory services provides your Baker Tilly Valued Business Advisors with an inherent understanding of your portfolio, helping you maximize the business potential of each investment. In a phrase, we think about the portfolio and the underlying businesses beyond just the numbers.

State and local tax due diligence: What’s the exposure?

State and local tax due diligence: What’s the exposure?

Understand how tax due diligence relates to state income, franchise, and state and use taxes as well as learn ways to remediate state and local tax exposure that might affect a pending transaction in WICPA’s OnBalance two-part article.

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Our Take

image of Thomas F. Walker, Jr.

“At Baker Tilly, our commitment to private equity firms and their portfolio companies means we’ve built a team experienced in both emerging and established companies. Our training, process, and service approach have been developed based on our private company focus.”

— Thomas F. Walker, Jr. Regional Managing Partner and Private Equity Industry Leader, CPA, JD