Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&A

Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&A

Author: TaxConnex December 18, 2025 Duration: 41:40
Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table. In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit. Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson De...

Navigating the ever-shifting landscape of sales and use tax can feel like a maze where the rules change at every turn. That's where It Depends: A Sales Tax Podcast by TaxConnex comes in. Hosts Brian Greer and Jeff Meigs bring their practical experience to the microphone, breaking down complex regulations and real-world scenarios without the jargon. You'll hear straightforward conversations that dig into the nuances of compliance, technology's role in tax management, and how recent legislative changes impact businesses of all sizes. The title itself captures the essence of the field-rarely is there a single, universal answer. Each episode leans into that reality, offering clarity and perspective instead of oversimplified solutions. Whether you're managing finances for a growing company, advising clients, or just trying to understand your own obligations, this podcast provides a grounded, accessible resource. It’s a direct line to seasoned professionals who know that the most honest guidance often starts with the phrase, "it depends." Tune in for a dose of reality and actionable insights that cut through the complexity of state and local tax.
Author: Language: en-us Episodes: 62

It Depends: A Sales Tax Podcast by TaxConnex
Podcast Episodes
Navigating Sales Tax Exemption Certificates for Your Business [not-audio_url] [/not-audio_url]

Duration: 56:48
In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows busine…
Tariffs & Sales Tax: What Every Business Needs to Know [not-audio_url] [/not-audio_url]

Duration: 8:02
Tariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax ques…
Marketplace Facilitators and Sales Tax [not-audio_url] [/not-audio_url]

Duration: 37:48
Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are m…
Ensuring You Have a Process in Place to Manage Sales Tax [not-audio_url] [/not-audio_url]

Duration: 44:44
Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to…
How Sales Tax Impacts Mergers & Acquisitions [not-audio_url] [/not-audio_url]

Duration: 43:55
Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ https://www…
Risks of Sales Tax Non-Compliance [not-audio_url] [/not-audio_url]

Duration: 44:44
Once your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,…
Achieve End to End Sales Tax Compliance in 3 Steps [not-audio_url] [/not-audio_url]

Duration: 52:03
Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax man…