M&A Deal Structure through a Tax Lens

Merger Acquisition Deal Structure Tax

Duration: 60-minutes
Previously Recorded

The mergers and acquisitions (M&A) environment continues to boom and is a leading growth strategy for many AE firms. In this webinar, SN brings together leading M&A and tax advisors to discuss one of the most critical elements of a transaction, the tax implications.

This proactive discussion will include a compare/contrast of deal structure options, related tax treatment, and how to maximize tax benefits in your favor. Don’t miss this opportunity to gain valuable insight before you engage in M&A conversations.

Learning Objectives:

  • Deal structure trends.
  • Tax risks and benefits of deal structure options.
  • Proactive tax planning tips.

Webinar: M&A Deal Structure Through a Tax Lens

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About the Presenters:

Brad Wilson, CMA, CDA | Stambaugh Ness

Brad Wilson, CMA, CDA, MBA | Director, AE Consulting

Brad’s 30+ year career spent working with architecture and engineering (AE) firms includes his most recent role as Partner with TWO CPAs & Consultants, Inc., as well as being a Consultant with PSMJ Resources for 17 years. Additionally, after serving as an outsourced CFO and controller for numerous firms, Brad has deep firsthand knowledge of how to develop and execute successful finance and accounting practices in the AE industry.



ae advisory

Mindy Toole, CPA, CGMA, CDA | Stambaugh NessMindy Toole, CPA, CGMA, CDA | Director, AEC Tax Practice

Mindy is not interested in being a “jack-of-all-trades” accountant. She is all AE, all the time, and her knowledge of the industry runs deep. Formerly an owner at both T. Wayne Owens & Associates, PC and TWO CPAs & Consultants, Inc., Mindy has handled many complex projects for AE firms during her career and understands the nuances that exist in the AE world. Some of her many client success stories include the time she helped a firm save nearly $9 million through a well-executed change in accounting method from accrual to cash, handling the tax side of the sale of a large multi-state engineering firm to a publicly-traded company, and successful M&A deals.