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

Jack Finning

Jack Finning, CPA, CGMA, CBEC

Jack provides assurance, tax and business advisory services for a variety of closely-held businesses, as well as sophisticated, nonprofit organizations. Jack’s broad commercial industry experience includes: manufacturing, distribution, high tech & software, green tech & clean tech, life sciences, construction, and physicians. He specializes in business exit strategy planning for owners of private companies. This includes guidance on exit options, developing an optimal exit strategy plan, analysis and advice on tax implications and costs, due diligence, …
Janice O'Reilly

Janice O’Reilly, CPA, CGMA

Janice is a Partner in the Consulting Division of AAFCPAs and advisor and former leader of the Outsourced Accounting & Fractional CFO 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 …
Richard Weiner

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 …

Kelly Zack, MST

Kelly is a senior leader in AAFCPAs’ Commercial Tax practice. She advises individuals, partnerships, corporations, nonprofits, and trusts operating in multiple states and municipalities on opportunities to save tax dollars through advanced tax planning and risk mitigation. This includes the identification of all location-specific tax incentives and credits that could impact business entities and their owners. Kelly brings expertise in nexus analysis for income/franchise tax and sales and use taxes along with the analysis of state …