Event Overview
Course Description:
As we navigate through this unprecedented time, companies’ short and long-term goals are changing almost daily. While most see the immediate threats posed by the current environment, opportunities have also been presenting themselves in corporate mergers and acquisitions. Understanding the current impacts on valuations, available financing and recent tax changes will provide your company with a roadmap to tackle the current headwinds in the marketplace.
Learning Objectives:
- Review current valuation challenges and opportunities
- Recap the state of the middle markets and private equity
- Discuss the status of PPP & EIDL Loans
- Outline pending tax legislation and its impacts on the merger & acquisition environment, including opportunities to harvest loss carryovers.
This webinar is offered in collaboration with:
Presenters:
Frank Donati, CPA, Senior Manager, Eide Bailly
Frank has more than seven years of experience in public accounting, in 2015, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face and provides specialized knowledge in transaction advisory services. Helping mid-size clients achieve their goals of buying or selling a business is what Frank believes to be the most rewarding aspect of his job.
Scott Haberman, CPA, Partner, Eide Bailly
Scott partners with closely-held companies in healthcare, real estate, manufacturing and professional services, helping them navigate the operational and tax implications of their business goals. He has also worked with a number of Fortune 100 companies and has a firm grasp on tax strategies appropriate for many business structures.
Brian Erickson, CPA, Senior Manager, Eide Bailly
Brian started his career in taxation as a government sales and use tax auditor. In 2012, he transitioned into public accounting to pursue his long-term goals and career aspirations. He has experience in a variety of industries, including construction, real estate, manufacturing, retail, hospitality, professional services and healthcare.
Michael Richter, Managing Director, GLC Advisors & Co., LLC
Michael Richter is a Managing Director and has dedicated his career to advising business owners across a wide range of industries on mergers, acquisitions, debt and equity financings and strategic advisory assignments. His passion for assisting entrepreneurs has led to the highest standard for providing hands-on, senior level advice which has resulted in the ability to consistently achieve outlier results. Michael was previously a partner at St. Charles Capital, a Director with KPMG Corporate Finance, and a Managing Director at Commerce Street Capital. Michael earned his BSBA from Western Carolina University.
Jim Williams, Managing Director, GLC Advisors & Co., LLC
Jim Williams is a Managing Director with GLC Advisors, where he helps lead the firm’s Technology investment banking group. He has been advising Software, Internet, and Tech-enabled Services clients and executing M&A and private capital raising transactions for entrepreneurs and financial sponsors for over a decade. Jim was previously a Director with KPMG Corporate Finance and Vice President at St. Charles Capital. Jim holds a JD from the University of San Diego School of Law as well as a BS in Finance and a BS in Accountancy from Villanova University.
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based
Additional Information: These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.