Digging Into Deals

From capital gains tax rates at a historic low to proposed tax changes under the new administration, tax is currently a white hot topic with M&A professionals. In this episode, Cheryl talks all things tax-related with Mary Griffin, Tax Director on the Sikich Transaction Advisory Services team, where Mary digs into some interesting perspectives on the current tax environment in the M&A industry.

In M&A, we hear a lot about the advantages of a buy-side Quality of Earnings (QofE) report. In this episode, Dan Leffler, Senior Manager on Sikich’s Transaction Advisory Services team, joins us to talk about when and why a seller might use a QofE report. From adding credibility to the numbers to signaling to buyers that they’re serious about selling, Dan walks us through the lesser known factors of a sell-side QofE.