Private Company Services publications

Publications by issue type


 

Featured publications

2012 Guide to tax and wealth management
PwC's 2012 edition of Managing Your Wealth offers guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.

Building a presence in today’s global markets: The BRICs and beyond
Read about the top business opportunities and risks private companies face in emerging and fast-growing markets, which include not only the BRICs, but also a second tier of rapidly developing markets, such as Indonesia and Mexico.
 

Growing Your Business Volume 63 Growing Your Business™
Learn how private-company entrepreneurs are turning today's unique combination of challenges into new opportunities for business growth and smarter wealth management.


 
General PCS publications
  • Trendsetter Barometer Business outlook report - Most private companies expect positive growth, majority plan upswing in hiring
    PwC's Private Company Trendsetter Barometer tracks the business issues and best practices of privately held US growth businesses. It incorporates the views of 250 chief executive officers (CEOs/CFOs): 143 from companies in the product sector and 107 in the service sector, averaging $323 million in enterprise revenue/sales, and including large, $300M-plus private companies.
  • Point of View: Financial reporting for private companies
    U.S. accounting standards have become increasingly complex. Many preparers, public and private, struggle to stay current with the latest interpretations of how the standards should be applied and the volume of newly-issued standards. Read this publication for our Point of View on financial reporting for private companies.
  • Managing Risk: internal controls for private companies
    Our perspective on how private companies can assess risk, implement improvements, and bring value to the business.
  • Health reform for privately held companies
    In the initial weeks following passage of the new federal healthcare act, privately held companies are trying to determine which provisions will most affect their business. Though it's still too early to gauge the full range and degree of the legislation's impact on private companies, key pressure points are already evident.
  • Roadmap for an IPO: A guide for going public
    As improved IPO conditions emerge with the recovering economy, the number of private companies looking to access the equity markets is growing. While among the most rewarding transactions a company can undertake, an initial public offering is also among the most daunting.
  • Growing Your Business™
    Read this publication for a point of view, guidance, and insights on issues affecting the businesses and personal wealth of private-company owners.
  • Trendsetter Barometer: Private companies rebuild IT budgets to drive growth and efficiencies
    Emerging from one of the worst recessions on record, many private US businesses are planning to increase their information technology spending to catch up on deferred IT investment, improve internal operations, and seize new growth opportunities. The biggest impact is expected to come from investment in technologies that enable companies to do more with less.
  • Trendsetter Barometer: Private companies face talent shortages
    As private companies look to grow again, they need the right talent to propel their businesses forward. For many of those companies, new skill sets are required, particularly at the management level and in areas key to powering growth. Read our Private Company Trendsetter Barometer Special Topic for insight on how private companies face talent shortages.
  • Trendsetter Barometer: Private Company CEOs Size up Health Reform
    70 percent of leading private companies have begun reviewing the new federal healthcare act. Read our Private Company Trendsetter Barometer Special Topic for insight on how private company CEOs size up health reform.
  • Trendsetter Barometer: Private companies have plenty of capital—Many plan to spend it on growth
    After a fiscally conservative couple of years spent paying down debt and building up cash reserves, private-company CEOs are shifting their focus from core concerns (operations, personnel) to more ambitious goals (market expansion, mergers and acquisitions).
  • Trendsetter Barometer: Managing greater risk in pursuit of growth
    As the economy steadily improves, leading private companies in the United States are looking for growth opportunities. With that goal comes the pressure to take on greater risk, both at home and abroad.
  • Assessing impairments
    This publication is a guide to testing of impairments of long-lived and indefinite-lived assets, including goodwill.
  • Are your internal controls supporting your business strategy?
    This white paper highlights the benefits of strong internal controls for private companies and outlines the steps you can take to help you get there.
  • China outlook: News about doing business in China
    China Outlook is a newsletter published by the PwC Chinese Business Network (CBN) to provide insights into the China marketplace and how that can affect your business.
  • Establishing a business presence in China
    In our whitepaper, we examine different strategies that may entice companies to enter the Chinese market, discuss the most important obstacles, and conclude with practical guidance on strategies for surmounting these challenges.
  • Private Company Services tax insight
    This publication provides timely insight on emerging tax issues for private companies and individuals. PCS Tax Insight primarily focuses on significant tax developments for mid size nonpublic companies, partnerships, S-corporations, LLCs and high-net worth individuals.
  • US family business survey
    In this companion piece to PwC's second global Family Business Survey, we look at what US family businesses have been doing and thinking since we last conducted our survey. Despite a turbulent few years, family businesses remain a substantial force in both the US and global economies. Seventy percent of our survey respondents say that being part of a family business has helped them through the economic crisis.

    Our US report summarizes the key survey results, including those regarding family businesses' current conditions, challenges, and intentions. The overall picture that emerges is of businesses that have successfully weathered the economic storm (most are in a strong financial position) and are now cautiously considering where to place their next big bet.

 

Personal financial services
  • PFS Alert on residential energy credits
    Residential energy tax credits expire at the end of 2010. The credits are available for energy-savings features installed at a primary US residence in 2009 and 2010. Taxpayers may therefore want to reassess recent home improvements to determine whether they qualify for the credits or consider installing energy-saving features before 2010 ends.
  • 2012 Guide to tax and wealth management
    PwC's 2012 year-end guide to tax and wealth management offers guidance for strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other topics.
  • Market conditions and pending legislation: Why now is the time to review your wealth transfer strategies
    This article discusses how wealth transfer planning ensures that assets pass to family members, charities, and other intended beneficiaries with the lowest transfer tax cost possible. While this aspect should be part of your overall financial strategy, the formulation and reevaluation of wealth transfer planning goals and strategies will be very important over the next three to four months. Find out why the summer of 2009 may be the best time to address wealth transfer planning in the past 20 years.
  • Estate planning: A trustee's guide to the irrevocable life insurance trust
    This guide examines the real and perceived implementation issues associated with the irrevocable life insurance trust, and provides helpful hints on dealing with insurance companies and the IRS. The trustee of the irrevocable life insurance trust has a variety of tasks. The purpose of this material is to remove the mystery from many of these tasks and to provide direction.
  • PFS newsletter
    Articles on the legislation affecting personal finances and possible strategies to help increase net worth.
  • PwC's guide to charitable giving
    This guide explores the tax implications of various vehicles and strategies related to charitable giving.

 

Advisory services
  • Realizing shareholder value: Private company exit strategies
    We have created this series, Realizing shareholder value: Private company exit strategies, to guide privately-held business owners in the development and execution of an effective exit strategy. This, the first installment, explores the framework for developing an effective exit strategy—setting the appropriate objectives and understanding the importance of effective and early planning.

 

Human resource services
Manufacturing
  • Manufacturing barometer surveys
    PwC's Manufacturing Barometer Survey are conducted quarterly with senior executives of large US manufacturing companies. The executives are interviewed about the current business climate. The surveys summarize key findings based on interviews.
  • Redefining IP value management: The case of China
    This is an in-depth report addressing the issue of growing IP vulnerabilities that are of concern to many companies, including those in the pharmaceutical, software, electronics, consumer goods, and entertainment media industries. 
Private equity services
  • Realizing shareholder value: Private company exit strategies
    This publication is a guide to facilitate privately-held business owners in the development and execution of an effective exit strategy. The article explores the framework for developing an effective exit strategy—setting the appropriate objectives and understanding the importance of effective and early planning. 
Retail & consumer
Wholesale & distribution