Jim DeLeo

Financial Due Diligence for Mergers and Acquisitions

Articles, Featured Events, Jim DeLeo, Merger & Acquisition Services, News, News & Events / By

By James DeLeo, MBA, CPA/MST & Richard Frizzell, CPA, MSAGray, Gray & Gray, LLP Mergers and acquisitions (M&A) come with inherent risks. To mitigate these risks, comprehensive due diligence is essential. Due diligence is the process of investigating a target company to assess its financial health, business operations, and legal compliance. Financial due diligence is […]

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M&A Blocks, Hands

Avoiding Unexpected Tax Implications in Mergers and Acquisitions

Articles, Featured Events, Jim DeLeo, Kelly Berardi, Merger & Acquisition Services, News, News & Events, State & Local Tax Services, Tax Strategy & Compliance, Tax Tips / By

By James DeLeo, MBA, CPA/MST & Kelly Berardi, JD, LL.M.Gray, Gray & Gray, LLP One of the most important aspects of any M&A deal is the tax planning. While experienced dealmakers know to expect certain tax consequences, there are often unexpected tax implications that can arise. These unexpected tax bills can have a significant impact

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