Show Clients How to Improve Working Capital

Woman with tablet showing man something on laptopIdentify issues and opportunities in the current process to craft the desired process.

By Domenick J. Esposito
8 Steps to Great

Presented below is an example of an effective tool for distinguishing your firm from the rest – the EBITDA/working capital improvements memorandum. This tool can be used when your client is owned by a large private equity group or other investment vehicle.

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The EBITDA/working capital improvements memorandum is designed as a unique byproduct of your attest services. At the conclusion of your attest services, you share preliminary thoughts and observations on how to improve EBITDA/working capital with senior management of the portfolio company as well as with an outside investor such as a private equity group.