RECORDING: M&A Symposium III-Panelist from Top Firms Share Their Experiences-Interactive Session

Experienced partners discuss their completed upstream merger in an interactive session: Loss of control, avoiding termination, cultural compatibility, negotiating partner comp, equity, retirement and buyouts, post-merger integration, etc.

Joseph A. Tarasco, who will moderate the session, co-founded Accountants Advisory Group, LLC, to assist the leaders  of today's public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm and his experience includes  15 years as the managing partner of a 125-person CPA firm based in New York City. In his role as managing partner, Joe was responsible for all areas of the practice, including managing the partner group, marketing, human capital, technology, administration and financial operations. 

Jonathan Moore is a Partner of PKF O'Connor Davies and provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and carve-out transactions initiated by private equity and strategic investors. Jon has participated in over 150 transactions including venture investments and public company LBOs with transaction values between $5 million and $3 billion. His diverse industry experience includes: aerospace, consumer products, distribution, entertainment, healthcare, industrial services, logistics and trucking, medical devices, manufacturing, retail, specialty chemicals, and software development. Jon has also worked on transactions in the UK, Japan, and Canada.    

Brian Varley is a Partner of PKF O'Connor Davies in the Business Solutions group. He has over 30 years of experience with both national and local accounting firms. Brian specializes in tax planning for privately-owned businesses with an emphasis on real estate owners, operators and developers and financial planning for high-net-worth families and individuals. He also has extensive audit and accounting experience with small to mid-sized companies in a variety of industries.