Scale it or sell it: Determining the path for your privately owned business
CPE EVENT | April 02, 2025
Authored by RSM US LLP
Event overview
No matter your long-term goals, proactive business planning can help you maximize value and minimize risk. Join RSM’s webinar Wednesday, April 2, for a deep dive into key tax, financial and operational strategies to position your business for future success. We’ll cover crucial topics such as pass-through entity elections, sales and use tax risks, working capital, valuation strategies and estate planning. Learn how to strengthen your business, enhance financial efficiency and keep your options open—whether for growth, transition or new opportunities. Register today!
Presenters
- Andy Swanson | Partner | RSM US
- Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.
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- Justin Stallard | Partner | RSM US
- Justin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.
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- Brian Adkinson | Principal | RSM US
Learning objectives
By the end of this presentation, participants will be able to:
- Understand key tax, financial and operational strategies to strengthen your business and enhance its long-term value, whether you plan to grow, transition or explore new opportunities.
- Identify potential risks and tax considerations, including pass-through entity elections, sales and use tax risks, and working capital adjustments, to optimize financial efficiency and reduce future obstacles.
- Learn how proactive planning can provide greater flexibility in business decision making, ensuring you are prepared for any transition—whether that means scaling, planning for succession, or exploring liquidity options.
CPE credits
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
- Advance preparation: None
- Program level: Basic
- Prerequisites: None
- Delivery method: Group internet-based
- Field of study: Taxes
- CPE: 1.0 credits
Event details
- Date and time
- Wednesday, April 02, 2025
- 1 p.m. ET | Noon CT
- Intended audience
- CEOs, chief financial officers, controllers, tax executives, business owners
- Duration
- 60 minutes
- CPE credits
- One CPE credit will be issued to eligible participants
- Fee
- Complimentary
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Source: RSM US LLP.
Reprinted with permission from RSM US LLP.
© 2024 RSM US LLP. All rights reserved. https://rsmus.com/events/2025-events/scale-it-or-sell-it-determining-the-path-for-your-privately-own.html
RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.
The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.
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