Tips for Lower Middle-Market Companies

Part 2: Video from ACG InterGrowth conference 2019

In this conversation with Scott Berte, DHG Assurance and Private Equity Partner, he explains what institutional investors and lenders are looking for in terms of sophisticated reporting and accounting from lower middle-market companies. Other considerations to keep in mind for companies receiving investment for the first time include the change to legal entity structure that can happen with a transaction as well as the need to convert from the cash to accrual method of accounting.

View Recording

Related Knowledge Share