Richard Weiner, CPA, MST Earns CM&AA Designation

AAFCPAs is pleased to announce that Richard Weiner, CPA, MST, Tax Partner has earned the Certified Merger & Acquisition Advisor® (CM&AA) designation issued by the Alliance of Merger and Acquisition Advisors. Certification is granted following the successful completion of coursework and is only maintained through mandatory continuing professional education (CPE) and development activities.

Achievement of this CM&AA designation signifies Rich’s proficiency in the middle-market merger and acquisition (M&A) ecosystem along with the M&A process—from deal origination to due diligence, financial modeling, business valuation, deal structuring, negotiation, and transaction closing. It also recognizes his command of the buy-side and sell-side M&A process, financing strategies for growth and acquisition, M&A valuation approaches and methodologies, tax issues and laws, legal structures and strategies, operating frameworks for creating shareholder value, and preparation of privately held companies for liquidity.

Rich has had a distinguished career advising corporate clients, helping to streamline operations, minimize tax, and ensure regulatory compliance. Collaborating with business leaders, he helps in determining the best structure for the company along with the best timing of income and deductions. A leader in the Business Transaction Advisory Practice, he works closely on both buy- and sell-side stakeholders, advising on transition, M&A structuring and planning, and adoption of long-term tax methodologies.

If you have tax planning or business transaction questions, please contact Richard Weiner, CPA, MST, Tax Partner at 774.512.4078 or—or contact your AAFCPAs tax advisor.

About the Author

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.