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
The Common Misconceptions of Telecom Tax [not-audio_url] [/not-audio_url]

Duration: 27:22
Tax and regulatory compliance can be a complex and daunting task for any business, but some of the most difficult to understand are the telecom and VoIP industries. There are various taxes and regulatory fees including c…
Sales Tax Risk Mitigation [not-audio_url] [/not-audio_url]

Duration: 44:13
Failure to comply with the applicable sales tax rules can have a devastating effect on your business. Listen to this episode now as we discuss how to determine your level of risk and exposure, as well as tools and proced…
5 Sales Tax Challenges Facing Growing Companies [not-audio_url] [/not-audio_url]

Duration: 34:38
As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into ne…
Multi-Channel Selling & Your Sales Tax Obligations [not-audio_url] [/not-audio_url]

Duration: 41:27
Selling through multiple channels can greatly impact your sales tax obligations. Without knowing how different channels can impact your footprint, you could be putting yourself at risk for non-compliance. No longer is di…
How Sales Tax Impacts Mergers & Acquisitions [not-audio_url] [/not-audio_url]

Duration: 43:55
Failure to comply with the applicable sales tax rules can have a devastating effect on your business. Particularly if you or one of your clients will be going through a merger or acquisition. Listen now to understand how…
Managing a Sales Tax Audit [not-audio_url] [/not-audio_url]

Duration: 41:45
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. Join us as we discuss how to manage…
Sales Tax for Tech & SaaS [not-audio_url] [/not-audio_url]

Duration: 26:58
Technology companies, including software, digital services and goods, SaaS, and more, have always had challenges related to managing sales tax, one of the biggest being understanding what is actually taxable and where. T…
Risks of Non-Compliance - Happy Birthday Wayfair vs. South Dakota!!! [not-audio_url] [/not-audio_url]

Duration: 42:40
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 102 [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…
Sales Tax 101 - Understanding Sales Tax Nexus [not-audio_url] [/not-audio_url]

Duration: 40:30
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…