AAFCPAs Tax Partners Featured in Dealmaking Panel Discussion

AAFCPAs spoke at the AM&AA New England Chapter networking event. Tax Partners Julie Sauriol, CPA and Richard Weiner, CPA, MST, CM&AA joined fellow panelist Sarah Grossman, CBI of BayState Business Brokers, for a discussion on collaboration in mergers and acquisitions.

This program provided insight into how advisors from different disciplines work together to address challenges, structure deals, and drive successful outcomes for clients. Attendees heard real-world perspectives on strategies that strengthen transactions and create value.

In addition to the panel, this event offered an opportunity to expand your network and connect with professionals across the dealmaking community.

Questions? Reach out to our speakers directly or your AAFCPAs partner.

AAFCPAs offers a wealth of resources on business transactions and exit planning.

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About the Author

Richard Weiner, CPA, MST, CM&AA

Rich has more than 35 years of broad tax experience with a specialty in tax planning and consulting for private and publicly held national and multi-national businesses. He has expertise advising software, biotechnology, medical device, life science, manufacturing, retail, professional service, and publishing industries. Rich helps AAFCPAs’ corporate clients streamline their operations, maximize tax savings, and ensure regulatory compliance. His strategic tax recommendations consider each company’s specific financial circumstances, business operations, and goals. This may involve …

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