Podcast overview
For a private equity portfolio company, every accounting decision — from the initial deal structure to the final reporting framework — is a deliberate step toward a successful exit. But how do you navigate the complex judgments around acquisition accounting, compensation plans and reporting alternatives to ensure they are all perfectly aligned with that final goal?
In this episode, host Nick Tricarichi is joined by KPMG Partner Nick Burgmeier. Together, they provide a strategic playbook for financial leaders, deconstructing the portfolio company lifecycle and revealing how to make the critical accounting choices that pave the way for a smooth and valuable exit - whether it's an IPO, a strategic sale or a continuation fund.
Earn 1 CPE by listening to this podcast episode here.
Podcast contents
- 00:00 – Introduction
- 02:25 – Keeping the exit strategy top of mind
- 06:45 – Accounting for the PE’s investment
- 14:40 – Stock comp considerations
- 28:20 – The Bottom Line
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