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
Common Sales Tax Filing Mistakes & How to Avoid Them [not-audio_url] [/not-audio_url]

Duration: 45:57
Sales tax is not something top of mind for most executives, but it is something that the majority of businesses will have to manage at some level. No matter the size of your business, if you are selling a taxable product…
Sales Tax FAQs [not-audio_url] [/not-audio_url]

Duration: 43:02
There’s no doubt that sales tax is challenging. Regulations differ from state to state, and deciphering whether you need to collect and remit taxes in a particular state can feel overwhelming. In order to help you gain a…
Sales Tax Implications of Drop Shipments [not-audio_url] [/not-audio_url]

Duration: 27:07
If you utilize drop shippers to deliver products to your customers, you would expect your purchase to be exempt for resale purposes. However, as states continue to expand their reach, more and more companies are being ca…
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,…
Sales Tax Hot Topics [not-audio_url] [/not-audio_url]

Duration: 39:20
5 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 having a s…
Navigating Sales Tax Compliance in eCommerce & Retail [not-audio_url] [/not-audio_url]

Duration: 43:21
In this episode we delve into the complexities and challenges faced by businesses in the eCommerce and retail space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing i…
Marketplace Facilitators 101 [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…
Identifying & Managing Your Clients' Sales and Use Tax Risk [not-audio_url] [/not-audio_url]

Duration: 35:24
Sales and use tax is often low on the list of priorities for businesses, and thus not a main focus of many Accounting Practices and Firms. But the complexities and risk surrounding sales tax can cause a real issue for yo…
Common Pitfalls of Sales Tax Compliance [not-audio_url] [/not-audio_url]

Duration: 36:14
Sales tax is complicated, even for the most experienced tax practitioners, but it is a critical part of running a business. Unfortunately just a few missteps can add up to big liability in the sales tax world. This episo…
A Strategic Timeline to Sales Tax Compliance for Your Business [not-audio_url] [/not-audio_url]

Duration: 27:33
Managing your sales and use tax obligations is not a small task. Ensuring you have the right people and processes in place is key to maintaining compliance and not putting yourself or your business at risk. Every busines…