Before You Close: Tax Strategies That Protect Value in a Transaction
Presented By: Fox Rothschild / Pennington Partners & Co.
In M&A, tax strategy can significantly influence net proceeds—but many decisions must be made long before a deal is signed. This panel examines how business owners and investors work with their advisors to plan ahead and minimize tax exposure, structure transactions efficiently, and avoid costly missteps. You’ll learn why early planning makes the biggest difference.
Moderator:
Chief Content Officer
Smart Business
Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.
Panelists:
Partner & Portfolio Manager
Pennington Partners & Co.
Keith Kellum is a Partner and Portfolio Manager at Pennington Partners, a multi-family office serving highly successful founders and their families. He coordinates his clients' financial strategy and administration so they can focus on what matters most and what comes next. Prior to Pennington, Keith spent 15 years at BNY Mellon where he built and led the firm’s national virtual family office practice. He serves on the board of the Atlanta Chamber Players.
Partner
Fox Rothschild
Adon Solomon is a Taxation & Wealth Planning partner at Fox Rothschild, a national firm with 1,000 attorneys in 30 offices coast to coast. Adon is a trusted family and business adviser to individuals, businesses and family offices on a variety of wealth and tax planning matters, including corporate structure, succession planning, asset protection planning, tax planning, wills, trusts, estates and gift planning. A Certified Exit Planning Advisor (CEPA), Adon often works with private companies to ensure a smooth exit for the owners through a succession plan or sale.