PE lifecycle 2025

Pre-transaction

Exit

preparefor exit

grow revenueand profit

streamlineoperations

build strong foundation

pre-transaction

initial state

100-day planning and integration playbook development Critical priority identification Integration management office (IMO) launch Financial reporting Purchase price allocation Working capital adjustments HR/benefits integration Software selection Interim CFO services Cybersecurity review Transaction disputes Financial statement audit services Tax compliance/provision services Government contracting

Build strong foundation

Outsourced accounting Enterprise risk management (ERP) and customer relationship management (CRM) implementation and integration Cloud consulting Business process mapping and optimization Supply chain advisory Advanced analytics advisory Product profitability analysis Customer experience/VoC Financial accounting advisory Internal controls assessment and internal audit

Streamline operations

Tax compliance and advisory Project management office (PMO) support Strategic growth planning Resource optimization EBITDA improvement Supply chain optimization M&A (bolt-on) target planning Big data solutions

Grow revenue and profit

Sell-side capital advisory Enterprise value analysis Sell-side financial due diligence Sell-side commercial due diligence Transaction readiness services Benchmarking analysis Global market advisory

Prepare for exit

Quality of earnings (QoE)/financial diligence Tax and structure diligence Human resources (HR)/organizational diligence IT diligence Cybersecurity diligence (pre/post) Quality of Strategy™ (commercial and market due diligence) Voice of customer (VoC) Operations/intelligent sourcing diligence Leveraged buyout (LBO) modeling Capital structure Debt and debt refinancing

Read our latest article on market diligence

100 day planning and integration playbook development Critical priority identification Integration management office (IMO) launch Financial reporting Purchase price allocation Working capital adjustments HR/benefits integration Software selection Interim CFO services Cybersecurity review Transaction disputes Financial statement audit services Tax compliance/provision services Government contracting

Build strong foundation

FIRST 100 DAYS

YEARS 1 AND 2

YEARS 3 AND 4

YEARS 5 AND 6

Quality of Earnings (QoE)/financial diligence Tax and structure diligence HR/organizational diligence IT diligence Cybersecurity diligence (pre/post) Quality of Strategy™ (commercial and market due diligence) Voice of Customer (VoC) Operations/intelligent sourcing diligence Leveraged buyout (LBO) modeling Capital structure Debt and debt refinancing

Capital advisory

Due diligence

Outsourced accounting ERP and CRM implementation and integration Cloud consulting Business process mapping and optimization Supply chain advisory Advanced analytics advisory Product profitability analysis Customer experience / VoC Financial accounting advisory Internal controls assessment and internal audit

Count on Baker Tilly to guide you at any step during the transaction life cycle. We combine extensive industry knowledge and operational experience to provide comprehensive private equity services for the strategic, financial and growth needs of private equity and venture capital clients.

Life cycle of a private equity transaction

Pre-transaction