Armanino LLP’s Post

🚀 Enhance Your PE Exit Strategy 🚀 In today’s economic climate, the journey to selling your portfolio company begins long before you’re ready to finalize the deal. By proactively improving financial performance and refining operational strategies now, you can significantly enhance the attractiveness of your portfolio company to potential investors. Explore three essential tactics to optimize your PE exit strategy in our latest article: https://ow.ly/fICZ50Sw9xv #PrivateEquity #PortfolioManagement #MergersAndAcquisitions #ExitStrategy

Transform Your HR Operations with the Right HRIS Solution ✅ Today's HR leaders are responsible for creating a healthy work culture, reducing staff turnover, improving employee productivity and much more. All in all, a mighty tall order to fill. Thankfully, human resource information system (HRIS) platforms have come a long way in helping you take control of your HR operations. From improving your employees' experiences to reducing costs, dive into our latest article to uncover the many ways the right HRIS platform can propel your organization to new heights. 🚀 Check it out: https://ow.ly/z8KG50SuMCn #HRIS #HRLeadership #HRSoftware #WorkforceManagement

What happens to your money when you don’t have an estate plan? 💸 Don’t leave that up to your loved ones to find out. If you’re one of the two thirds of Americans who don’t have a will, don’t keep pushing your estate planning to another day. 📜Discover how our trust and estate planning services can help safeguard your legacy: https://ow.ly/16lv50Sw8as #EstatePlanning #trusts #wills

💲Maximizing Take-Home Value: Evaluating the Impact of Tax and Structure in Business Deals💲 In the fourth episode of our “Exit Planning for Business Owners” video series, Bryan Graiff teams up with John Huhn from Compass Group Equity Partners to highlight how to maximize the take-home value of a business sale by evaluating the impact of tax and deal structure. Check out our video expert insights into: ✔️ Tax Implications: Understanding the differences between asset and stock deals and how they affect your net proceeds. ✔️ Deal Structure: Evaluating rollover equity, escrow, and rep and warranty insurance to determine the best deal structure for your needs. ✔️ Beyond the Highest Bid: Considering factors beyond the highest offer, such as the buyer's resources and expertise, to ensure a successful partnership. Join us as we delve into these critical aspects of deal-making to help you maximize the value you take home from your business sale. #PrivateEquity #BusinessOwners #TaxStrategy #MergersAndAcquisitions

⚠️ Attention: PE and Real Estate Fund Managers ⚠️ When it comes to in-house fund administration vs. third-party providers—which is right for you? Between the complexities of juggling an in-house fund administration and the need for all the stars to align when it comes to outsourcing to a third-party provider, it can often be overwhelming trying to figure out which of the two options to choose from. ✅ Our latest article outlines key questions to ask yourself, giving you the clarity you need to make the right decision. 📝 Dive into the article: https://ow.ly/4uva50StktG #FundAdministration #FundManagement #RealEstate #Outsourcing

How does the upcoming election impact high-net-worth individuals? 💰 With the general election quickly approaching and the debate over taxes heating up, it’s crucial for advisors and clients to stay prepared. John Karls spoke with Tom Burroughes from the Family Wealth Report about the proposed tax on unrealized capital gains and the impact it could have on high-net-worth individuals and certain industries. 📖 Dive into the article for full insights: https://ow.ly/jm7C50Su2M1 #FamilyOffice #IRS #tax

The belief that AI is going to eliminate jobs is a myth. 🦄 In our new "Transform Your Healthcare Operations with Technology and AI" webinar, Ron Present says AI is a part of the workforce's evolution -- and it will complement jobs, not eliminate them. As an example of how such technology will work with staffers and not against them, Ron brings up the movie "Hidden Figures." 📽️ If you don’t have time to watch the whole flick, check out our video for a quick synopsis (and to get Ron's point) – plus find out what Eric Shuss has to add: https://ow.ly/hV8b50Sjho9 #AI #healthcare #technology #innovation

The current high lifetime gift and estate tax exemption is scheduled to sunset at the end of 2025 – is your estate in order? 🌇 Dominic Rovano, CPA and Kelsey Campbell shed light on how this potential change impacts PR agency owners in a recent article published on O'Dwyer's Public Relations News, including: ✔️ Why early planning is critical for PR and marketing agency owners ✔️ Strategies for creating a tax-efficient legacy ✔️ The role of your tax advisor and estate planning attorney in safeguarding your future 🔗 Read the full article: https://ow.ly/HQvF50SnjSb It's never too early to secure your legacy. Consult with your tax advisor or estate planning attorney today to ensure a tax-efficient future for you and your family. #EstatePlanning #PublicRealtionsAgency #MarketingAgency #TaxPlanning

Optimize your tax planning with our 2024 Mid-Year Tax Planning Checklist for Business Owners. 🔍 With the mid-year point upon us, now is the best time to review the tax planning strategies you have in place for the remainder of the year and even well into 2025. Our comprehensive checklist outlines 11 effective strategies that will help take your tax planning to the next level. 🔓 Unlock the strategies: https://ow.ly/U72y50Sqm7L #Tax #TaxPlanning #FinancialPlanning #BusinessOwners