Transaction Preparedness
Presented By: Confluence Advisors / Louis Plung & Company
Panelists and description to be announced soon.
Moderator:
Chief Marketing Officer
Louis Plung & Company
Beth serves as the Chief Marketing Officer at Louis Plung & Company (LPC), a CPA firm that’s been serving clients in Pittsburgh for over 100 years. She joined the firm in October 2021 to develop marketing strategy, firm branding, strategic growth planning, staff development and pipeline management.
Panelists:
Partner
Louis Plung & Company
Thomas Bakaitus, Jr. is a CPA, MST and is a partner with Louis Plung & Company. Tom has over 30 years of Tax and M&A experience, where he uses his expertise for tax-based transactional planning & analysis. His contributions in the financial due diligence process are on both the sell-side & buy-side. In the acquisition process, Tom also plays a key role in entity structuring.