Join Gettry Marcus, CPA, P.C., Lowenstein Sandler, and Carl Marks Advisors for our upcoming discussion offering financial, legal, and tax insights related to buying or selling a business in today’s ever-changing pandemic environment.

This discussion will offer information on matters such as:

• Finding a Buyer or Seller
• Private Equity vs. Strategic
• Projections & Forecasts
• Terms & Negotiation
• Due Diligence
• Indemnification
• Purchase Price Allocations
• Tax Structuring

PROGRAM PANELISTS:

Vincent Paolucci, CPA, MST, Partner at Gettry Marcus, CPA, P.C. has over 40 years of experience advising on tax consulting & planning, mergers & acquisitions, succession & compensation planning, tax authorities, and multi-state work, among others. Throughout his career, Vince has consulted on numerous buy/sell transactions, negotiated with tax authorities, and worked with a variety of businesses operating in a multi-state environment. Over the years he has gained industry experience in manufacturing & distribution, real estate owners & developers, high net worth individuals, and represented both public and middle-market companies. Vince is an authoritative speaker on tax matters having been called upon present a variety of webinars and to speak to several professional societies, private companies, and networking groups. He is a member of the American Institute of Certified Public Accountants (“AICPA”) and the New York State Society of Certified Public Accountants (“NYSSCPA”).

Traci M. Tomaselli, serves as Partner in Lowenstein Sandler’s Corporate practice. She focuses her practice primarily on the representation of companies involved in strategic acquisition and divestitures. Traci typically handles transactions involving highly complex capital structures, and her experience in this area allows her to anticipate and address potential issues in transactions before they unfold. She has worked on a number of transactions involving the representation of financial sponsors in connection with acquisitions and dispositions of their portfolio companies. For public companies, Traci advises on a broad range of topics, often dealing with corporate governance matters, disclosure obligations, and reporting requirements under the Securities Exchange Act of 1934.

Warren H. Feder is a Senior Partner and co-founder of the investment banking group at Carl Marks Advisors. Having owned, operated, and sold his own businesses in the past, Warren truly understands the significance of sale and financing transactions to his entrepreneurial and family business clients and works tirelessly to close the right deals with the right partners at the highest values. Bringing an ownership mindset and investor acumen to each situation, Warren has executed many middle-market sales, financings, and recapitalizations in a variety of sectors, including food, personal products, energy services & infrastructure, home furnishings, manufacturing, marketing services, financial services, business services, building products, distribution, and healthcare.