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Where is Your Business in the Transaction Life Cycle?
Video • 03/14/2025

Where is Your Business in the Transaction Life Cycle?

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M&A Outlook for 2025
Video • 01/15/2025

M&A Outlook for 2025

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Tax Considerations on the Sell-Side of a Transaction
Video • 12/04/2024

Tax Considerations on the Sell-Side of a Transaction

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Why Should a Tax Advisor Be Involved in a Transaction
Video • 11/05/2024

Why Should a Tax Advisor Be Involved in a Transaction

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Video - 10/11/2024

Contacting Tax Advisors for Your Transaction

When your business goes through a transaction, there are many people involved to make sure the process goes smoothly. One of those people is a tax advisor, so when is the best time to get one involved? Find out from Chris Dodd, CPA, and Thang Ngo, CPA, in this episode.
Video - 09/26/2024

Tax Considerations on the Buy-Side of a Transaction

So far, you’ve gotten a glimpse of how a tax advisor is helpful in a business transaction process. Let’s dive a little deeper. In this episode Chris Dodd, CPA, and Thang Ngo, CPA, discuss what a tax advisor can provide for the buy-side perspective.
Video - 08/05/2024

Preparing Your Go-to-Market Strategy

Chris Hatten, CPA, CVA, CM&AA explores the three essential steps every business owner should take when preparing to go to market. From financial reporting to operational optimization and budget implementation, gain valuable insights into making your business attractive to potential buyers.
Video - 07/03/2024

Evaluating Carve Out Transactions and Operations Considerations

Chris Hatten, CPA, CVA, CM&AA, examines carve out modeling. Explore the essential components of modeling for carve out transactions, from financial considerations to operational adjustments. Learn how modeling plays a crucial role in determining the ultimate purchase price. Stay informed and empowered with practical insights for strategic decision-making in business divestitures.
Video - 04/19/2024

The Costs of Sell-Side Due Diligence

When an investment banker refers an accounting firm to help with a business’ sell-side process, there is an additional cost, but fulfilling your due diligence has its benefits. In this next episode, Chris Hatten, CPA, CVA, CM&AA, discusses three key points for this process.
Video - 11/16/2023

Pushdown Accounting: What is it and Some Considerations

Have you heard of pushdown accounting? This can be a tricky, and maybe painful, process in a business acquisition transaction. In this episode of PKF Texas – The Entrepreneur’s Playbook®, Audit and Transaction Advisory Services Director, Chris Hatten, CPA, CVA, CM&AA, explains in detail what this looks like and what you should consider.