XPX Hartford CT: What to Expect During Due Diligence: Legal, Tax and Other Considerations

Join our expert panel on what to expect when buying/selling a business.  

Topics to include:

• Managing the process: time, resources, costs, and execution
• Access to trade secrets and sensitive/confidential information
• State, Local & Indirect Taxes
• Bad S-Corp Elections & Accounting Methods
• Quality of Earnings

Our Speakers:

Kevin Donovan
Partner
FML

Kevin has over 22 years of accounting experience, having served both in a national public accounting firm and in the Financial Leadership Program at a Fortune 500 corporation. Kevin has been with FML since the firm’s inception and is responsible for overseeing assurance services provided to public and private companies in the manufacturing and distribution, biotech, contract research, technology and service industries. He also provides advisory services to public companies related to their Sarbanes-Oxley initiatives, as well advisory services to both public and private companies regarding private equity and venture capital backed transactions, due diligence support and other areas of financial expertise.

Brian Fischer
Partner
Day Pitney

Brian Fischer represents private equity and venture capital investors, public companies, closely held companies and emerging growth companies in formation, debt and equity financings, mergers and acquisitions, strategic joint ventures, technology arrangements, and general corporate matters. He advises clients in structuring, forming and operating private investment funds, partnerships and joint ventures. Brian also has significant experience in transition planning for family-owned and closely held businesses and assisting owners and management in preparing for and executing sale transactions and other transitions to the next generation of owners and management.

Michael Jordan
Managing Director
Andersen

Michael Jordan is the Office Managing Director of the Greenwich and Hartford, Connecticut offices at Andersen. Michael has over 20 years of experience advising business clients and their owners on a variety of complex tax matters. He has extensive experience working with large multi-state pass-through entities. Michael regularly advises clients on corporate structure/choice of entity, sale and pre-sale planning, business acquisitions, and succession planning. Over the years, Michael has served clients across a broad spectrum of industries, such as real estate, wholesale/distribution, private equity, retail and professional service firms.

Registration Fees:

Non-members:
$75.00 Early Bird (through 2/20)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 2/20)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.

BRING A FIRST TIME GUEST TO XPX!

XPX CT and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Member (not guest) must contact angie@exitplanningexchange.com to register your guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.