Positioning for success in private equity
The umbrella partnership-corporation advantage
Discover the benefits of an exit strategy that's growing in popularity. Learn what opportunities a UP-C structure can provide for private equity firms.
Umbrella partnership corporation structure
The umbrella partnership corporation structure (UP-C) was not commonly leveraged as an exit strategy five years ago. Recently, however, the use of this structure has increased due to the multiple benefits it may provide.
This Closer look examines UP-C and its recent history, as well as the potential benefits during three important events:
- Initial Public Offering
- Transaction structuring
- Succession planning
Based on the tax benefits this structure may provide, it is important for private equity firms and their portfolio companies to consider an UP-C during strategic exits, transaction structuring, and succession planning. How will you plan for the future of your business?