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BizNexus Roundup
AI breakdowns of key real-time business acquisition data and niche industry reports.
Real human interviews & tips from the trenches of business acquisition, growth & sale.
We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.
BizNexus Roundup
How M&A Advisors Can Use a Tax Strategist To Win More Deals with Bob Fariss
Main Street business brokers are evolving to meet the demands of the Lower Middle Market, which involves larger and more complex deals than previously handled.
This shift requires enhanced buyer outreach strategies, moving beyond simple online listings to utilize networks like BizNexus to identify qualified buyers with available capital. Furthermore, sophisticated deal structuring necessitates expertise in tax implications and after-tax consequences of various deal terms, requiring a team-based approach with tax advisors to effectively serve clients and secure engagements. The need for comprehensive valuation and tax planning capabilities distinguishes successful M&A advisors in this evolving market.
About Bob Fariss
Bob specializes in tax efficiency, transaction structuring, seller due diligence, and deal term negotiation to help M&A advisors secure larger deals in the lower middle market. By optimizing transactions and enhancing client outcomes, Bob provides a competitive edge that enables brokers to win bigger deals and succeed in this dynamic space.
Connect with Bob
https://www.linkedin.com/in/bobfariss/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
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Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy