consulting-exit-tax

What problem does it solve? Preparing a private equity exit requires coordinating benchmarking, readiness planning, tax optimization, and ESG compliance across multiple frameworks, which is difficult to structure without a unified methodology. ## Core Features & Use Cases - Exit Readiness Planning: Follows Bain's 12-18 month timeline with a phase-based checklist covering audited financials, equity story, buyer targeting, and data room preparation. - PE Benchmarking: Positions fund performance against BCG and Bain annual PE reports for quartile analysis, optionally using PitchBook data. - Tax Structuring: Models entity structures, debt push-down, Section 338(h)(10) elections, QSBS exclusions, installment sales, and Opportunity Zone strategies. - ESG in PE: Scores environmental, social, and governance dimensions mapped to SFDR and EU Taxonomy for LP-ready reporting. - Use Case: A PE fund 15 months from exit uses this Skill to benchmark fund performance, build the exit readiness checklist, model tax scenarios for a stock versus asset sale, and generate an ESG report for LPs. ## Quick Start Ask the assistant to build an exit readiness plan and tax structuring analysis for a portfolio company 12 months from a planned sale.