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AAFCPAs’ Business Transaction Advisory Team Provides Insight for Business Sellers

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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

Janice O'Reilly

Janice O’Reilly, CPA, CGMA

Janice is a strategic and collaborative finance executive, blending an entrepreneurial mindset with extensive global operating experience. A leader in AAFCPAs’ business transaction advisory and cannabis practices, she draws on experience as an angel investor, consultant, president, public and private company CFO, and treasurer to advise clients on corporate finance and operations. Clients turn to Janice for guidance through complex transactions, from buy-side and sell-side deals to internal transitions, including support at every stage of the deal …
Richard Weiner

Richard Weiner, CPA, MST, CM&AA

Rich brings more than 35 years of tax experience to privately held and publicly traded companies across the United States and internationally. He advises growth-oriented businesses navigating complex tax environments, offering practical guidance grounded in industry knowledge spanning software, biotechnology, medical device, life sciences, manufacturing, retail, professional services, and publishing. Business leaders engage Rich to connect tax planning with broader operational and financial goals. Working alongside executive and finance teams, he identifies opportunities to streamline operations, …

Kelly Zack, MST

Kelly is a senior leader in AAFCPAs’ State and Local Tax (SALT) practice. She advises individuals, partnerships, corporations, nonprofits, and trusts with multistate operations on strategic tax planning and risk mitigation. Her work includes uncovering location-specific tax savings opportunities and structuring clients’ activities to align with complex and evolving SALT regulations. Kelly identifies incentives and credits available at the state and municipal levels and helps clients navigate jurisdictional requirements that may affect both entities and …