June 2, 2021
How will the proposed tax increases affect owners? Such an important conversation between advisors and clients. Hear from three of our tax experts, Brian Kerrigan (Whittlesey), John P. Napolitano CFP®, CPA, PFS, MST and Kurt Steinkrauss (Mintz). Fantastic job from our moderator, Gregory Rush (Dunn Rush & Co. LLC).
- XPX New England program, Impact of Proposed Tax Increases on Business Owners: https://lnkd.in/eRYh3wH
What Clients Are Saying About Dunn Rush
When I decided to sell my third generation, family business, I had many concerns. I wanted to be represented by an Investment Bank who had a strong reputation in the mergers and acquisition market, knew the market we participated in well enough to target likely interested parties, and who would manage the process of the transaction with various family members with various personal interests.
I had never sold a business before and didn’t realize everything that went into it, or the time involved. One of my best decisions was hiring professionals, Dunn Rush & Co., to guide us through the sale process. Their experience, determination and guidance resulted in a very smooth and efficient transaction. They were especially helpful during the negotiations over price. We achieved optimal results for all constituents: our shareholders, employees and customers.
I have seen the Dunn Rush team perform in several sell-side situations. You want them on your team! Their preparation and attention to detail is impressive. They are also real good people to have by your side during a stressful time. In the case of Bridgeport Fittings, Kevin and Greg introduced us to their Gold Standard of Preparation and we took their advice getting audited financial statements and a Quality of Earnings report. This preparation made the due diligence process go smoothly, helped the firm proactively address issues and greatly improved the due diligence process. The final results exceeded our expectations.