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                GROWTH. TRANSFER. LEGACY.

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XPX Hartford - Pulling the Trigger - How to start the transition process

  • June 19, 2019
  • 8:00 AM - 10:00 AM
  • The Hartford Club, 46 Prospect St, Hartford, CT


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Now that you have decided on a direction, what can you do to prepare for a transaction? It is important to start the process early and focus on leaving a well-run, clean company for the next owners.

In this session we will explore:

  • Leaving your legacy
  • Cleaning up the books and records, while preparing for due diligence
  • Making sure the financials are clean
  • Tax planning - avoiding pitfalls


Mike Liapakis, Tax Managing Director – KPMG
Andy Koutroumanis, Senior Tax Manager – KPMG

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