Exit planning strategies
Viewpoints

Scaling Smart for Tech Companies: Hidden Pitfalls in Tax, Equity and Exit Planning

  • On-Demand Webcast

A must-watch webcast, Scaling Smart for Tech Companies: Hidden Pitfalls in Tax, Equity and Exit Planning explores the often-overlooked tax, equity, compliance and transaction readiness challenges that can create costly obstacles for growing technology companies. As companies scale, raise capital or prepare for an eventual exit, these issues can impact valuation, delay transactions and create unnecessary friction during the diligence process.

Doeren Mayhew's Jim Leutenegger, Elizabeth Potocki, Cory Raggi and Rich Lee provide practical insights into the tax, legal and operational risks that frequently emerge during periods of rapid growth and transaction activity. The session focuses on helping founders, executives, finance leaders and investors identify potential pitfalls early, implement proactive planning strategies and better position their organizations for long-term success and exit readiness. 

"Often times valuation does not come down to the technology itself, it comes down to the people that make the technology work"

Gain insight into common multi-state tax exposures, employee equity and valuation challenges, evolving Qualified Small Business Stock (QSBS) considerations, and the key tax, legal and financial issues that can influence negotiations, valuations and deal outcomes. You'll also learn practical steps to reduce diligence-related complications, improve transaction readiness and support a smoother path to growth or exit.

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