Risk Advisory
Understanding DMF Certification: Process, Timeline, and Key Decisions
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
AAFCPAs’ Richard Weiner, CPA, MST, CM&AA, Tax Partner spoke at a live webcast—Counseling Clients Through an M&A Deal: Pre-transaction considerations to post-transaction integration—hosted by MCLE New England. During this program, Rich offered guidance for legal counsel and all other members of a deal team, such as M&A attorneys, brokers/investment bankers, estate planners, and financial advisors, on preparing clients for a business sale or acquisition.
Why Attendees Joined
Whether evaluating growth through acquisition or preparing to sell a business, early planning is key. Attendees gained insights on:
- The lifecycle of a merger and acquisition (M&A) transaction, focusing on key phases where counsel and the deal team play critical roles in advising buyers and sellers.
- Best practices for negotiation, drafting transaction documents, and handling post-closing obligations to effectively guide your clients.
Attendees left with a clearer understanding of how to approach early-stage decisions with foresight, setting the stage for a well-structured, tax-efficient transaction.
Meet the Speakers
Richard Weiner, CPA, MST, CM&AA
Partner at AAFCPAs
John F. Cohan, Esq.
Partner at Gesmer Updegrove LLP
Eric M. Sigman, Esq.
Shareholder at Ruberto, Israel & Weiner, PC
Rohan Himanshu Vakil, Esq.
Attorney at Gesmer Updegrove LLP
How We Help
AAFCPAs advises business leaders through all stages of a transaction, whether selling, acquiring, or restructuring ownership. Our Business Transaction Advisory practice draws on extensive experience across disciplines, providing the clarity and strategic insight needed to evaluate opportunities and act with confidence.
Clients depend on us to assess risk, structure deals for tax efficiency, and manage the many technical details that shape long-term outcomes. We approach each engagement as a cross-functional team of M&A advisors, CPAs and tax strategists, and wealth advisors, all aligned in purpose and committed to protecting value.
