Description

Originally aired Feb 10, 2021

In the current mergers and acquisitions marketplace, buyers are finding themselves up against greater competition. This landscape creates more vulnerability for paying above fair market price and missing red flags that may create greater costs post-acquisition.

Join us in an insightful discussion about the important details that buyers should know as they begin their acquisition process. 

Key topics include:

  • Understanding the seller
  • Market risks and challenges
  • Asset sale vs. stock sale
  • Key financial and tax due diligence considerations
  • Pre-transaction structure planning
  • And more

Your Panel of Experts:

Trent Bryson, CEO of Bryson, has established success as the head of one of Southern California’s leading insurance brokerage and corporate retirement firms. 

Jim Cordova joined Windes in 1991 and has 30 years of experience in public accounting. He is the firm’s managing partner and also serves on the Windes Board of Directors and is a member of the firm’s Corporate Governance Committee. 

Jeff Parsell joined Windes in 2007 and is a Partner in the firm’s Audit & Assurance Services department. He has 20 years of experience in public accounting, auditing both private and public companies.

Christy Woods is a Partner in the firm’s Tax department and also the Partner-in-Charge of the firm's Long Beach office. She began her public accounting career in 2006 and joined Windes in 2011. 

Speakers

Trent Bryson, CEO of Bryson, has established success as the leader of one of Southern California’s leading insurance brokerage and corporate retirement firms. Trent’s vision and expertise have led him to receive regional and national awards and recognition, such as City Bank National’s Entrepreneur of the Year and the Invest in Others Community Leadership Award. In addition, Bryson’s excellence in the financial industry has been highlighted by Financial Times as an “FT 401 Top Retirement Adviser.” Alongside his career, Trent is an adjunct professor in Human Resources at California State University Long Beach, a KTLA news frequent expert contributor, an officer for YPO OC, and the Political Involvement Committee chair for NAIFA California. He is also highly involved in the community, creating a giveback program for nonprofits within his firm, and serving as a board member and chair for the Boys & Girls Clubs of Long Beach, annual master of ceremony for Children Today's annual gala, and a member of Rotary International.

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