In this episode we are joined by Nancy Rix, CPA, Partner at ATLAS CPA’s and Advisors who specializes in accounting for mergers & acquisitions. Nancy discusses a variety of issues business owners need to know relating to M&A, tax, and accounting.

Nancy joined ATLAS in 2022 and has 40 years of diverse tax, audit, and consulting experience in a variety of industries including manufacturing, distribution, software and biotech.  She has served as the California Society of CPA’s State Accounting Principles and Auditing Standards Chairwoman and is a frequent lecturer and author for numerous technical accounting, auditing, and transaction related topics. She has over 25 years of experience assisting buyers and sellers facilitating transactions. 
 
Prior to ATLAS, Nancy spent most of her early career with Big Four accounting firms in an auditing and consulting capacity, the last five years with Ernst and Young, LLP and PriceWaterhouse Coopers, LLP, respectively, in their Chicago based specialty transaction services groups. There, she led world-wide buy-side and sell-side due diligence and consulting engagements in a variety of industries. She earned her MBA in Finance from the University of Chicago and her Bachelor’s in Accounting from the University of Denver.

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Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.