AAFCPAs’ Business Transaction Advisory Team Provides Insight for Business Sellers

The Accountant’s Role in M&A – Value-Added Services

AAFCPAs’ Business Transaction Advisory team will present an educational session on October 11th for Exit Planning Exchange (XPX) Greater Boston Chapter members, who include the finest merger/acquisition (M&A) and succession planning professionals in New England.

Jack Finning, CPA, CGMA, CBEC will be joined by a panel of AAFCPAs’ multi-disciplinary Transaction Advisory team members to share insights on how the firm enhances value for sellers in M&A transactions. This includes insights on:

  • Pre-transaction preparation – Assembling orderly books and records
  • Transaction structure – Stock or Asset Sale?
  • Tax minimization strategies
  • Nexus – When, where, how and to whom does it apply?
  • Optimizing sale proceeds
  • Tax representations and warranties review

We will discuss how we work with clients and their M&A advisory team to facilitate a smooth transaction process, maximize transaction proceeds, and minimize taxes.

Moderator: Jack Finning, CPA, CGMA, CBEC, AAFCPAs Partner

Janice O’Reilly, CPA, CGMA, AAFCPAs Partner, Managed Accounting Solutions
Richard Weiner, CPA, MST, AAFCPAs Tax Partner
Kelly Zack, MST, AAFCPAs Director, State & Local Tax


Tuesday, October 11, 2022
4:00-6:30 pm
Formal presentation begins at 5:00 pm, with networking and hors d’oeuvres before and after.


Sullivan & Worcester
1 Post Office Square
Boston, MA

Learn more: https://www.exitplanningexchange.com/greater-boston/events/

About AAFCPAs Business Transaction Advisory

AAFCPAs’ Business Transaction Advisory team helps clients make informed decisions and execute transactions through all stages of the deal cycle. Our in-house, multi-disciplinary team includes CPAs, certified exit planning advisors (CExPs), Consulting Tax Attorneys, Trust & Estate Tax Strategists, Consulting CFOs, CERTIFIED FINANCIAL PLANNER™ professionals (CFPs®), and independent insurance agents. We execute from all angles. We have 50+ years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.

About XPX Greater Boston

The XPX Greater Boston Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities.

About the Authors

Jack Finning
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
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.
Rich has over 30 years of broad tax experience with a specialty in tax planning and consulting for private and publicly-held businesses. Rich has specific expertise in the Software, Bio-Technology, Medical Device, Life Science, Manufacturing, Retail, Professional Service and Publishing industries, as well as U.S. aspects of international taxation. He works extensively with European companies expanding into the U.S. market. Additional areas of focus include companies and stockholders in transition, including structuring of and planning for Mergers & Acquisitions, planning for changes in ownership and management, and adoption of tax methodologies with a view toward the long term. He is well known in his field and is a frequent speaker on a variety of tax related topics.
Kelly Zack, MST
Kelly is a senior leader in AAFCPAs’ Commercial Tax practice. She advises individuals, partnerships, corporations, and trusts operating in multiple states and municipalities on opportunities to save tax dollars through advanced tax planning and risk mitigation. She enthusiastically assists AAFCPAs clients in identifying all location-specific tax incentives and credits which could have a major impact on business entities and their owners.