Overview
When making the decision to transition your business, you need to have the right plan in place to guarantee the merger, acquisition or sale is the best route for your business. In this webinar, our mergers and acquisitions team will provide insight on key considerations for navigating this transformation, including the current M&A environment and top strategies.
Learning Objectives:
- Discuss current market M&A activity.
- Assess proper due-diligence.
- Explore the tax considerations.
- Summarize key elements of a successful transition plan.
Presenters:
Jason Vetter, CFA, Senior Manager | Eide Bailly
Jason has been with the firm since 2013. He assists business owners, entrepreneurs and management teams throughout all stages of a business sale or other strategic transactions. He will listen to your goals and concerns to navigate critical issues and facilitate a transaction process that will best achieve your objectives. Jason also provides strategic advice to clients around sale preparation, valuation and other process planning elements to optimally position them in the marketplace.
Carolyn Linkov, J.D., Principal-in-Charge of Mergers and Acquisitions | Eide Bailly
Carolyn advises buyers and sellers on all aspects of mergers and acquisitions. She has more than 20 years of experience working with both public and private companies on federal income tax implications of various corporate reorganizational issues, including spin-offs, taxable asset sales and tax-free reorganizations. She has worked with clients in transaction structuring; evaluation of tax provisions in purchase & sale agreements; effects on owners; employee compensation issues; tax treatment of transaction costs; purchase price allocations; change in control matters; NOL limitation issues; and the adoption of or change to new accounting methods.
Frank Donati, CPA, Partner | Eide Bailly
Frank has over a decade of experience in public accounting. In 2015, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face and he provides specialized knowledge in transaction advisory services. Frank believes the most rewarding aspect of his job is helping his clients achieve their goals of buying or selling a business.
CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based
Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.