Strategy and Tax Considerations for a Business Transition

Presented on:
August 18, 2021 10:00 AM PT
1 hour

There’s no one size fits all approach when considering a business transition. Your company must understand the differences in tax and deal structuring considerations—depending on your entity type, shareholder composition, and overall strategy.

Whether your exit plan involves a transaction, family succession, or management transition, it’s critical to be aware of how to structure your strategy to improve tax opportunities. This is especially important given the tax changes proposed by the Biden administration.

Join us for our on-demand webcast on key considerations architecture, engineering, and construction (AEC) businesses should be aware of to develop a successful transition approach. We’ll address the following topics:

  • Tax and entity structuring based on exit strategy and shareholder composition
  • Tax considerations including federal, state, estate, and gift taxes
  • Estate planning and liquidity event preparation
  • Post-transition strategy

This offering is part of our Business Transition Webcast Series.



Sean Kanaley, CPA, JD, Partner, Moss Adams

Sean has practiced public accounting since 1998. He has extensive experience with tax planning and compliance services stemming from transactions, including mergers, acquisitions, divestitures, private and public stock placements, bankruptcy, and debt and equity financings.

Aaron McFarland, CSF, Senior Advisor, Moss Adams

Aaron has worked in finance and accounting since 2005. He’s responsible for coordinating all stages of the financial planning process, including risk assessment, asset allocation, portfolio rebalancing and monitoring, and investment implementation.

Jose Romero, CPA, Director, Moss Adams

Jose has worked in public accounting since 2004. He advises and represents corporate and private equity clients in a variety of tax matters related to corporate transactions. He has experience in tax due diligence and tax structuring, as well as the federal tax aspects of restructuring, integration, and legal entity simplification.

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