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
Finding Your Perfect Match in a Sales Tax Compliance Provider [not-audio_url] [/not-audio_url]

Duration: 28:08
Sales tax is different for every business. Different companies manage their sales tax obligations in different ways with many types of systems and varying risk tolerances. So if your business is exploring the possibility…
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…
Sales Tax Hot Topics [not-audio_url] [/not-audio_url]

Duration: 34:43
Almost 6 years post Wayfair Decision, most businesses at least understand the potential to have a sales tax obligation and have a way to manage their obligations, even if it’s not fully or how they want to do it. But hav…
Strategies for Managing a Sales Tax Audit [not-audio_url] [/not-audio_url]

Duration: 52:55
For many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. In this episode, we're covering how…
Understanding Sales Tax Nexus for Your Business [not-audio_url] [/not-audio_url]

Duration: 52:07
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…
Our Origin Story (ft. Robert Dumas, TaxConnex Founder & CEO) [not-audio_url] [/not-audio_url]

Duration: 28:31
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…
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…