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...
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:
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
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.
Sullivan & Worcester
1 Post Office Square
Boston, MA
Learn more: https://www.exitplanningexchange.com/greater-boston/events/
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.
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.
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