In today's competitive landscape, every margin matters. KPMG’s tax value creation offering helps portfolio companies quantify and prioritize high-impact opportunities to drive real results. By taking a holistic, opportunity-focused approach across both direct and indirect taxes, organizations can uncover hidden savings, mitigate risk, and drive measurable improvements to their bottom line.
Tax Value Creation for Private Equity
Helping portfolio companies identify high-impact tax opportunities
Opportunity-driven review
Uncovers value across all areas of tax, including credits, refunds, and structure optimization.
Low investment
A collaborative approach that typically requires two hours or less of a portfolio company’s time.
AI-powered
Leverages GenAI and advanced analytics to accelerate insight discovery and enable faster decisions.
Value centric
Designed to support cash flow, EBITDA, and margin performance.
Dive into our thinking:
Tax Value Creation for Private Equity
Helping portfolio companies identify high-impact tax opportunities
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Meet our Team
Patrick Brooks
Partner, Tax, BTS - Asset Management, KPMG US
Jeff Burns
Tax Partner, Business Tax Services – Strategic Corporate
Elizabeth B. Vosmik
Managing Director, Asset Management Tax, KPMG LLP
Patrick Brooks
Partner, Tax, BTS - Asset Management, KPMG US
Jeff Burns
Tax Partner, Business Tax Services – Strategic Corporate
Elizabeth B. Vosmik
Managing Director, Asset Management Tax, KPMG LLP