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
I had never been involved in the sale of a business before, let alone my own. I hired Dunn Rush & Co. to assist me through the process because of their extensive experience helping similar business owners. Kevin and Greg prepared us well for the task, anticipated events and issues, negotiated hard and delivered superb results. They know what they are doing and do it well!
Everett “Vic” Firth (1931 – 2015), Founder and President, Vic Firth Company, Inc.
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.
Bill Jemison, Former Owner and CEO, Heyco Products, Inc.
Greg was a professional and trusted advisor to us through the entire sale process. He worked tirelessly, providing timely and concise communication and advice at what seemed liked any time of the day or night. He very quickly got up to speed with our industry and controlled the entire process from start to finish. Greg’s ability to resolve conflict and negotiate alternate solutions was continually and successfully tested as we dealt with an acquirer outside of the U.S. that presented some challenging language and cultural issues. I would highly recommend Greg and look forward to working with him again in the future.
John D’Amelio, Former Owner of Precast Specialties Corp.