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
Panelists:
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
When:
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.
Where:
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
