Exit Readiness

The Exit Readiness phase is the portfolio company's last journey together with the current owner and often starts 1-2 years before the planned exit. During this phase, preparations for the upcoming divestment begins and discussions are held about how the company can best be prepared to run through the upcoming tax due diligence process as effortlessly and with as low risk as possible.

Health Check Review

Together with our key contact, the portfolio company's strengths and challenges are discussed and tested within six different tax areas. Using the PE Portfolio Tax Wellness Tool - “PEP-Talk”, the current situation is tested and discussed in relation to the desired outcome. PE Portfolio Tax assist to coordinate, prioritize and establish an action plan with concrete activities, after which we work together to implement the agreed activities ahead of exit. All work is compiled and documented in our easy-to-use documentation system that can be replicated when setting up data rooms.

Risk strategy, tax history and value-enhancing tax structure

PE Portfolio Tax outlines, lifts and document the portfolio company's tax strategy, tax history and completed value creating activities that also benefit a new owner. A proactive approach and a strategic plan regarding tax, results in increased value in the form of reduced risks and improved efficiency. A strategic view on tax will benefit not only the portfolio company as such, but also current and future owners. This is particularly important for private equity held portfolio companies considering the complexity that usually exists in the area of tax within these groups.