XPX Greater Boston: The Accountant’s Role in M&A – Value-Added Services

Event Information

Date & Time

Tue, Oct 11th, 2022
4:00pm (EST)


Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109


XPX Registration Closed




50 people attended

Join XPX Greater Boston to learn how independent accounting firms enhance value for sellers in M&A transactions. Senior professionals from AAFCPAs will share their insights on:

  • Pre-transaction preparation – Assistance with upgrading internal financial reporting, staffing, systems and procedures
  • Transaction structure – Stock or Asset Sale?
  • Tax minimization strategies
  • Nexus – When, where, how and to whom does it apply?
  • Support during the due diligence process
  • Optimizing sale proceeds
  • Tax representations and warranties review
  • Post-transaction assistance

Our panel of experts will explain how they worked with their clients’ M&A advisory team to facilitate a smooth transaction process, maximize transaction proceeds and minimize taxes.

Moderator: Jack Finning, Co-Founder & Partner


Janice O’Reilly – Partner, Managed Accounting Solutions

Richard Weiner – Tax Partner

Kelly Zack – Director, State & Local Tax

When: 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)

Where: Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109

Who: XPX Greater Boston Members in good standing– complimentary

Other XPX Members – $65.00
Other XPX Members Same Day/Walk-In Registration- $75.00

Non-Members – $95.00
Non-Members Same Day/Walk-In Registration – $105.00

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member referral is required. Member must email angie@exitplanningexchange.com to register a FIRST TIME guest.