On November 7, 2023, Ortoli Rosenstadt Partner Paul Pincus, head of the firm’s Mergers & Acquisitions and Staffing practices, moderated an American Staffing Association M&A webinar with Partners Michael Napolitano and Marilyn Garcia of the Citrin Cooperman accounting firm. The panel discussed key accounting and tax considerations in staffing mergers and acquisitions, including:

• What key metrics to review when buying or selling a staffing firm
• Why buyers and sellers need reliable financial statements
• What a quality of earnings report is, and why it is necessary
• How to peg working capital
• How common quality of earnings adjustments might affect a deal
• What the tax implications of a deal structure are

The webinar recording and slides can be viewed or downloaded from the link below.