Recorded, watch on demand anytime
CEOs, chief financial officers, controllers, tax executives, business owners
60 minutes
No matter your long-term goals, proactive business planning can help you maximize value and minimize risk. Watch this recorded session for a deep dive into key tax, financial and operational strategies to position your business for future success. We’ll cover crucial topics such as pass-through entity elections, sales and use tax risks, working capital, valuation strategies and estate planning. Learn how to strengthen your business, enhance financial efficiency and keep your options open—whether for growth, transition or new opportunities.
Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.
Justin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.
Brian Adkinson has 24 years of professional accounting and finance experience and has been focused exclusively on providing transaction advisory services (TAS) for the past 20 years. He joined RSM’s TAS practice in 2017 and leads RSM’s Detroit TAS team.
Recorded, watch on demand anytime
CEOs, chief financial officers, controllers, tax executives, business owners
60 minutes
