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Maximizing A Deal: Sell-Side Tax & Accounting Considerations (Professional Development)
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When: Friday, February 28, 2020
7:00 AM
Where: Babson College
231 Forrest Street
Malloy 102
Babson Park, MA 
United States
Contact: Makenzie Howard

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Maximizing A Deal: Sell-Side Tax & Accounting Considerations

In this session, we will share best practices and planning strategies from three different viewpoints that businesses should be thinking about in preparing for sale: the tax perspective, accounting perspective, and business owner perspective. Join us as we discuss how to proactively assess these three areas and implement proven approaches that can have a significant impact on deal outcomes.












David Bussius, Managing Director and Leader of the New England Tax Practice, CBIZ & MHM

David has more than 25 years of experience in serving U.S.-owned and foreign-owned multinational companies, private equity funds and their portfolio companies, family-owned businesses, and high net worth individuals. He works with clients to tax-efficiently expand their operations domestically and abroad, develop value-added strategic tax plans designed to leverage future business changes, structure acquisitions and dispositions, develop family wealth transfer plans, and assist with FAS 109 and other tax accounting issues. David has strong technical knowledge and experience in federal, international, and state taxation. David's past experience also includes performing research & development tax credit studies, acting as temporary Chief Financial Officer for a privately-held software company, and working closely with small business owners to prepare a company for sale. 



Joanna Powell, Managing Director and Leader of the New England High-Net-Worth Individuals and Family Groups Practice, CBIZ & MHM

Joanna is a member of the Tax Group and Leader of the High-Net-Worth Individuals and Family Groups Practice. She has nearly 15 years of experience providing tax consulting, planning, preparation and review services for high net worth individuals and family groups. Prior to joining CBIZ, Joanna worked in the high net individual tax group at PwC in Boston.







Seth Goldblum, Managing Director and Leader of the Financial and Operational Consulting Practice, CBIZ CMF

Seth is a Managing Director and Leader of the organization’s financial and operational consulting practice. He has nearly 25 years of financial and operational leadership, financial accounting experience, and transactional expertise. Seth specializes in generating profitable growth and facilitating solid long-term business alliances. His extensive experience includes business combinations, merger integration, executive counsel, and general business leadership, allowing CBIZ CMF and its clients the opportunity to achieve their optimum result.










This meeting qualifies for 1.5 CPE credits.

Field of study:  Management Services

Prerequisites: There are no prerequisites for this meeting. 

Advance preparation: There is no advance preparation require for this meeting. 

Type of delivery method: Group-Live



Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134. 




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