In M&A, tax strategy can significantly influence net proceeds—but many decisions must be made long before a deal is signed. This panel examines how business owners and investors work with their advisors to plan ahead and minimize tax exposure, structure transactions efficiently, and avoid costly missteps. You’ll learn why early planning makes the biggest difference.

Moderator
Dustin S. Klein, Chief Content Officer, Smart Business

Panelists
Keith Kellum, Partner & Portfolio Manager, Pennington Partners & Co.
Stephen Macauley, Co-founder, InductiveHealth
Adon Solomon, Partner, Fox Rothschild

Please note that there is a cost to attend.