2017 Chairman | Highest Honor | Watch Out | Volunteers Needed | CM&AP | Editor's Desk
January/February 2017

2017 Spring Conference and Dealmakers Expo
May 8-11, 2017

Dallas/Addison Marriott Quorum by the Galleria
Dallas, TX


Early bird rates are $625 for M&A Source members & $875 for non-members.
Meet the 2017 Chairman:
John Howe, M&AMI

John Howe is the Director of Business Transition Strategies (BTS), an M&A sales and advisory firm working with privately held companies in New England with offices in New Hampshire and Massachusetts.  His focus is on small and midsize companies with revenues between $2 million and $20 million.
M&A Source Executive Director Karl Kirsch recognized with the highest honor awarded by the Georgia Society for Association Executives
kirsch

On December 14, 2016, Karl Kirsch was recognized with the highest honor awarded by the Georgia Society for Association Executives (GSAE); The Clifford M. Clarke Award!  The Clifford M. Clarke Award is bestowed upon a Georgia association executive who has demonstrated exemplary personal leadership, service, outstanding accomplishments and service in association management.  Established in 1969, the award is named for the late Clifford M. Clarke, President Emeritus of the Arthritis Foundation.

Watch Out--The IRS is looking at tax returns when owners sell their companies
Gary Miller, CEO
GEM Strategy Management, Inc.

Home from a long cruise, Bob and Marge stopped by the post office to pick up their mail. One letter stood out -- a notice from the IRS stating that it had disallowed a tax deduction of $547,400 from the couple's 2015 personal tax return. In addition to owing back taxes on the disallowed amount, they also owed penalties and interest. An IRS audit that began eight months earlier examining the sale of their business had led to this devastating news.

Looking for Volunteers

You may or may not realize that The M&A Source is a volunteer-driven association, but we want your help.  While it's true that we rely heavily on our association management team (Meeting Expectations), we also rely heavily on the volunteers who donate their time to serve on our numerous committees.  In particular, we're looking for volunteers to serve on the Communications and Webinar committees.

 

Would you like to earn the Certified M&A Professional (CM&AP) certification from one of the top USA business schools AND receive a complimentary registration to a Spring or Fall 2017 M&A Source conference?  The M&A Source proudly presents that opportunity now.  Those of us who have graduated from the Coles College M&A Academy's Certified M&A Professional (CM&AP) program can attest to how wonderful that program is.

Editor's Desk
Joe Lindsey, CM&AP
Retired
M&A Source Chairman (2015 & 2016)

Have you written an article, updated your blog or posted an item of interest on social media that could be of interest to our readers?  If so, we'd love to hear from you.   Our goal is to provide content that is relevant to our readers and we are always looking for helpful and educational articles in the areas of:  
  • Case Studies
  • Business Valuation
  • The Process of Selling Businesses
  • Preparing Businesses for Sale
  • Marketing Your M&A Practice to Business Owners
  • Strategic versus Financial Buyers
  • Tax Issues and Implications
  • Legal Issues
  • Overcoming obstacles
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