10/08/2026
Last week, Brooks Southerland, CPA and Owen Berry, CPA had the opportunity to speak at the Business Owner Strategy Summit hosted by Pinnacle Financial Partners, sharing insights on "Maximizing After-Tax Value in an M&A Transaction."
When it comes to buying or selling a business, the headline price is only part of the story. How a deal is structured and how early the planning starts can make a meaningful difference in what an owner ultimately keeps.
Thank you to Chris Sivley, CFPยฎ and Ryan Tiedeberg for coordinating such a thoughtful event, and to everyone who joined the conversation.
We're grateful to be part of a community that invests in its business owners. If a transaction is somewhere on your horizon, we're always happy to talk it through.