XPX DC Metro- Preparing For Third Party Sale

Financial Due Diligence

Panel Discussion: C vs S-corp, Accounting & Financial Due Diligence, Review Tax Returns, Tax Mitigation Strategies

We are looking forward to you joining us at our May meeting as we take a deep dive into all things financial! We will discuss important tax, financial and accounting planning that Telecom Partners must tackle. Our speakers will address possible tax mitigation strategies, the pros and cons of conversion of tax status from C-corp to S-corp, and more! Our own Bob Cohen and Gary Guttman will lead this important review!

We are excited that you are joining our exit planning team this year. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on May 18th.

Also, please remember to sign up early – the week ahead of our meeting. Our venues need lead time to best prepare for us!

Click here for the Case Study.

Our Panel:

Bob Cohen, Principal of Glass Jacobson

Bob is a Principal and Director of Tax with Glass Jacobson and has over 30 years of experience advising large and small businesses, as well as high net worth individuals, in building wealth and valuable businesses. Previously, Bob was a Tax Partner at a BDO Seidman.

Bob’s practice focuses on tax and wealth building for closely-held businesses in government contracting, real estate, construction, distribution, oil and gas, and professional services. He specializes in advising businesses through mergers and acquisitions, with expert advice in tax, legal structure and financing. He also is expert with retirement planning.  Click here to read full bio.

Gary Guttman, CEO of Capital CFO Services

As CEO of Capital CFO Services, Gary Guttman has an extensive track record in helping B2B companies achieve and manage growth, increase their enterprise value and, in many cases, exit successfully. Gary has led merger, acquisition and due diligence initiatives resulting in the successful sale of seven companies with a value of more than $100 million. The annual revenues and industries of some of these companies are a $36M staffing business, a $25M staffing business, a $9M security enterprise, a $5M internet communications company and a $3M environmental consulting practice.  Click here to read full bio.