​The Taxman Is Coming, Better Level Up!

​Everyone's favorite time of the year, Tax Season is upon us. An often overlooked part of the Financial Due Diligence process is the big T. Taxes.  There is way more here than just reviewing a Seller's Tax Returns. Understanding how business structure, operations and more - (even your Investor Cap Table!) will greatly impact your ability to finance AND operate your targeted acquisition.

​We're bringing together a leading group of Legal and Financial Advisory Experts from across the ETA landscape to make sure we take our entrepreneurial game to the next level.

​We will dig into:

​• What to look for in Seller Tax Returns during diligence
• Entity structure impacts on eligibility and financing
• Tax traps that show up after close
• How your Investor Structure influences tax treatment
• How to coordinate your deal team before it is too late

​Panelists include:

• ​Daniel Gayer - Baker Newman Noyes

• ​Laura Gieseke - SMB LAW GROUP

• ​Patrick Dichter - Appletree Business Services

​This is not a generic tax webinar. It is a practical conversation built for people who are actively Searching, under LOI, or operating. The goal is simple. Help you ask better questions, structure smarter deals, and avoid expensive mistakes.

​Tax season is coming either way. You might as well use it to sharpen your edge.

​​​Aspen HR - White Glove PEO, HR, Payroll, and Benefits Partner for search funds, alternative investment firms and their portfolio companies. Receive large company benefits at a fraction of the cost. Contact: Tye Hernandez

​​Baker Newman Noyes - Assurance, Tax, and Advisory Services that Deliver Results. Founded to create opportunities for our clients, our employees, and our communities. Contact: Scott McKenzie

​SMB Law Group - SMB Law Group is a boutique law firm focusing on small and medium-sized business mergers and acquisitions for clients in all 50 US states. Contact: Kevin Henderson

​Appletree Business Services - A Professional accounting advisory partners for small businesses and the ETA Community from LOI to Exit. Services include QofE, bookkeeping, payroll processing and tax services. Contact: Patrick Dichter