State and Local Taxes: Avoiding Hidden M&A Costs and Complications

Brian leads Kreischer Miller’s Business Advisory group, which offers an array of services including M&A/transaction advisory, business valuation, transition/exit planning, and ESOP consulting.

Brian is experienced in business valuations, transition planning, due diligence, and merger and acquisition activities. He helps his clients by actively working with them to solve issues, provide recommendations, and offer opportunities for success. Brian’s experience includes working with a variety of privately-held and family-owned businesses such as manufacturers, distributors, professional service companies, and internet-based organizations.

Mike Alam is Chief Strategy Officer of Allied Resources Group, a well-respected parent company to an enterprise of organizations that provide niche services to clients in critical infrastructure. Since 2019, he has been an instrumental part of the company, overseeing mergers & acquisitions, corporate development, and financing activities. Mike also boasts ten years of accumulated experience in leadership roles at Marshall & Illsley (now BMO) and PNC Bank, which has enriched his extensive knowledge of strategic decision-making, team management, and driving successful business growth. This unique culmination of expertise is what plays a crucial role in acquiring new business opportunities, as evidenced by ARG's success in securing two new companies since his tenure began in 2019. Mike is known for his approachable leadership style, fostering an environment where employees feel comfortable and encouraged to share their ideas, promoting effective collaboration within the team.

Reed Brown is a Director in Kreischer Miller's State and Local Tax Practice, providing various services to privately held businesses. He assists clients with multi-state sales and use tax, state audit defense, tax planning, state tax controversies, and income and franchise tax compliance. He also supports clients with sales tax nexus, taxability, and compliance. Additionally, Reed helps businesses identify and mitigate state and local tax risks in mergers, acquisitions, and restructurings. He offers buy-side and sell-side due diligence, nexus and taxability reviews, and assists clients in uncovering hidden liabilities and ensuring compliance across jurisdictions.

Richard Peterson is a partner at Stradley Ronon, where he advises on partnership tax planning, including the structuring of U.S. and global investment capital funds of all types, and advises potential investors. Rich has been involved in significant corporate transactions and divestitures, including taxable and tax-free transactions with both asset and stock acquisitions. Rich is also well versed in tax litigation, covering all aspects of IRS controversy work, from audits and appeals work through litigation before the U.S. Tax Court.

Brandon Sullivan serves as CFO at 2X, a next-gen B2B Marketing-as-a-Service firm supported by Insight Partners and Recognize. He leads the financial architecture and operations behind 2X’s mission to help global marketing teams scale smarter through subscription-based, offshore-powered execution.