SOTU: M&A Transaction Tax Strategy with Bob Fariss

Welcome to the BizNexus Podcast! In this episode, we sit down with Bob Fariss, a trusted tax transaction specialist working with M&A advisors operating in the lower middle market, for an in-depth look into the complexities of transaction taxes—a crucial topic as we approach 2025.
Bob explains how evolving tax laws impact M&A deals, especially in the lower middle market, and why advisors increasingly turn to tax experts for guidance in navigating these challenges.
We explore vital topics specific to successfully transacting larger, complex M&A deals, including capital gains taxes, interest deductibility, bonus depreciation rules, and the often-overlooked state and local tax issues that can disrupt deals.
Bob also explains how earnouts and contingent considerations are taxed and emphasizes the need for thorough tax due diligence to avoid unexpected liabilities.
For anyone involved in M&A transactions, this episode is packed with valuable insights from a top tax specialist in the game.
About Bob
Bob is an M&A tax specialist whose expertise has become indispensable for M&A advisors aiming to move upmarket and secure larger deals in the lower middle market.
With a deep skill set in tax efficiency, transaction structuring, seller due diligence, and negotiating favorable deal terms, Bob strengthens his clients' positions and drives deal success. Bob is the strategic differentiator in a competitive landscape where every advantage counts, helping brokers win bigger deals and achieve excellence in the dynamic lower middle market.
Connect with Bob or DM him for his M&A Advisor Engagement Template
https://www.linkedin.com/in/bobfariss/

Bob's company:

https://buildvaluehere.com/

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Show Credits

Intro Music Artist: DJ Freedem | Track: Pretty Boy