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.