Page 3 - Tax Managed Services Update

T A X M A N A G E D S E R V I C E S
How We Work

Value
Private Equity Fund
✓ Typical ROI of 45%* just in direct tax savings,
not including indirect benefits such as time
savings and risk reduction
INSIGHTS & ANALYTICS
✓ Centralized visibility and control of portfolio
company tax information
Private Equity Fund
✓ Visibility to compliance schedules and status

PROACTIVE ✓ Cost efficiency realized through both the base
COLLABORATION price and continued efficiencies
MANAGEMENT

✓ Comprehensive Expertise with seasoned
experts embedded in the function
Portfolio Co. Portfolio Co. Portfolio Co.
✓ A spirit of partnership as we understand your
business and our interests are aligned

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