AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business

Posted on October 4, 2018July 21, 2021

AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24^th, providing guidance and key considerations when selling a closely-held business. These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized for the benefit of private company business owners who want to learn about: timing the sale of your business; accounting and legal preparation and due diligence; tax and entity structure planning; business valuation considerations; effectively telling your story and communicating your value; and more. This Conference will also feature a Seller Panel.
Date: Wednesday, October 24^th, 2018
Time: 1PM – 7PM
Location: TPC Boston, Norton, MA
AAFCPAs has delivered trusted transition solutions since our inception in 1973. We are happy to share our succession planning expertise and serve as a resource for the region’s privately-held businesses.

About the Authors

Jack Finning, CPA, CGMA, CBEC

Jack has been serving AAF clients since 1981. Jack provides assurance, tax and business consulting services to a variety of closely-held businesses, as well as sophisticated, nonprofit organizations. He advises clients in the specialty areas of revenue recognition, executive compensation plans, and government contract compliance. Jack specializes in business transaction advisory services for both buyers and sellers of private companies. This includes due diligence, tax structuring and post-transaction integration. Jack oversees many of AAF’s employee benefit plan audits.

Janice O’Reilly, CPA, CGMA

Janice is a Partner in the Consulting Division of AAFCPAs and advisor and former leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Public, privately-held, and nonprofit organizations value the pragmatic assessment, infrastructure set-up, and flawless execution of their accounting & finance deliverables—all completed with the resources and technical expertise of AAFCPAs’ full-service CPA and consulting firm.