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Pre-due diligence planning: Preparing your family business for a future sale
Tuesday, 22 April 2025 2:00 p.m. ET

Past Event

Virtual - Dbrief

CPE credits | Event language: English

22 Apr. 2025

Tuesday, 02:00 p.m. ET | 1 Hr.

Pre-due diligence planning: Preparing your family business for a future sale

Learn more about

Private Companies

Participants will assess a strategic approach to seller readiness and learn about effective ways to plan for a sale with confidence.

Key takeaways

Host: Kevin Zinser, Deloitte Private Tax leader, Deloitte Tax LLP

Presenters:
Jeff Kummer, managing director, Deloitte Tax LLP
Micaela Saviano, partner, Deloitte Tax LLP
Jess Williams, partner, Deloitte Tax LLP

1.0 Overview CPE credit | Specialized Knowledge

If your family business is considering a sale in the future, the preparation you put in now could affect buyer interest and valuation later. With the impact on capital markets post-election and potential tax policy changes on the horizon, pre-due diligence planning empowers you to make informed decisions that align with business and personal priorities. We’ll discuss:

  • Potential legislative updates and their possible impact on family businesses
  • Key steps to enhance sell-side readiness for family businesses
  • Pre-due diligence planning considerations to strengthen the founder’s tax position 

Get in touch

Kevin Zinser

Kevin Zinser

Deloitte - United States
Kevin is a Tax partner based in Dallas with more than 20 years of public accounting experience. He serves as Lead Tax Partner on clients all over the US and Globally in many industries including manufacturing and distribution, technology, medical services, wine & spirits, and financial services. He has a strong ASC740 background, and also leads complex Partnership restructuring, has facilitated global mergers and acquisitions, and has guided clients through Private Equity investments and IPOs, as well as multi-generational wealth planning strategies.
Jeffrey Kummer

Jeffrey Kummer

Deloitte - United States
Jeff has more than 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the US Congress, the Internal Revenue Service and Treasury Department, and the federal courts to Deloitte and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the US deficit and prospects for fundamental tax reform. His Capitol Hill experience includes working on tax and budget issues for former US Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.
Micaela Saviano

Micaela Saviano

Deloitte - United States
Micaela Saviano is a Partner with Deloitte Tax LLP. Her clients include family offices, ultra-high net worth individuals, and closely-held businesses. She specializes in structuring family offices and investment partnerships, supporting clients through liquidity events, and estate planning and post-mortem administration. Micaela also leads the Art & Finance group for Deloitte Tax. In this role she helps clients plan for and manage their fine art collections and identifies tax, audit, advisory, and consulting solutions for businesses in the art industry. She is a frequent speaker, writer and press commentator. Micaela is a certified public accountant (CPA) licensed in Illinois. She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, and the Chicago Estate Planning Council.