AAFCPAs’ Business Transaction Advisory Team Provides Insight for Business Sellers

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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 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 …