Exit Playbook: Lock in Maximum Value from Day One

Discover how to maximize your business's value from the start. "Exit Playbook: Lock in Maximum Value from Day One" will guide you through key strategies, from tax and financial diligence preparation to executing a successful M&A transaction.

In today's competitive market, a well-planned exit strategy can significantly impact the value of your business. This session is designed to equip owners, executives, and advisors with the insights they need to maximize value from the earliest stages of business growth to the final moments of a transaction. This session will dive deep into essential tax strategies, financial diligence preparation, and other critical elements that should be addressed long before a deal is on the table. You'll learn how to position your company for a successful exit by optimizing tax structures, addressing potential risks, and ensuring your financials meet buyer expectations.

As you move toward a deal, we’ll explore best practices for tax diligence and financial review, helping you prepare for the scrutiny that comes with any transaction. From evaluating your company's financial health to managing tax obligations and buyer demands, this session offers a comprehensive roadmap. Whether it's preparing for due diligence or implementing strategic tax solutions, you'll walk away with the tools to ensure a smooth process and lock in maximum value when it’s time to sell.

Event Agenda on December 3rd:

11 AM - Networking

1130 AM Lunch

12 to 1245 Presentation from Tanner.   

1245 to 1 PM Q&A with the tax experts from Tanner.

1 PM Finish up

The event will be at the Silicon Slopes HQ in Lehi: 

Silicon Slopes HQ

2600 West Executive Parkway Suite 140

Lehi UT 84043 

Our Speakers:

Mark Erickson Managing Partner

Mark Erickson | Managing Partner & Transaction Advisory Services Practice Leader

Mark is a highly experienced professional with 30 years of audit and business advisory expertise. Mark graduated with his Master's degree in accounting from Utah State University, spent two years on staff at the US Securities and Exchange Commission, and is the firm’s current Managing Partner. His vast experience working with numerous public and private companies throughout his career has been instrumental in guiding clients through successful transactions and consulting projects. Mark is an active member of professional organizations such as the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants and the Alliance of Mergers & Acquisition Advisors. Beyond his professional roles, he is deeply committed to education, serving on the National Advisory Board for the Utah State University Jon M. Huntsman School of Business, including a tenure as chairman from 2015 to 2023. 

Garrett Koerner Tax Partner

Garrett Koerner | Tax Partner

Garrett has over 20 years of public accounting experience serving companies in the technology sector. Drawing on his background in the Bay Area, Garrett moved to Salt Lake City and began providing tax consulting services to his clientele, including both public and private organizations, focusing on solving tax issues faced by his tech clients. He has advised his clients in various acquisition, disposition, and reorganization transactions, providing industry knowledge and experience on complicated tax issues. Garrett is a Certified Tax Coach and is trained to help companies plan and think through their tax strategy. Garrett holds a bachelor’s degree and a Master of Accountancy in taxation from Brigham Young University. He is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Braxton Savage Transaction Advisory Services Senior Manager

Braxton Savage | Transaction Advisory Services Senior Manager

Braxton has over 8 years of audit and business advisory experience. Braxton received his Master’s in Accounting at Southern Utah University. As a licensed CPA and CM&AA, he has advised and consulted on over 200 transactions spanning a wide range of industries and size. His contributions to the field have been recognized through accolades such as being named a Utah Business "20 in their 20s" Honoree. Before joining Tanner, Braxton previously worked as an assistant controller and on the acquisition team at one of the largest privately held insurance brokerages in the United States. He is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Braxton is actively involved in industry leadership as an executive committee member and founding member of the Alliance of Mergers & Acquisition Advisors (AM&AA) Utah Chapter. 

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We serve as strategic partners to innovators, entrepreneurs, and best-in-class companies along the Silicon Slopes and across the nation. Whether you’re a startup navigating rapid growth or an established company at the pinnacle of success, we understand that as your business grows, the complexity of challenges also increases. Our foundational core tax and assurance practices are complimented by industry-differentiating advisory services that set us apart.

As one of the Top 100 firms in the United States, Tanner offers a full range of services, including comprehensive audit and assurance, tax compliance and planning, and specialized tax strategies. In addition to our core services, our experienced teams provide strategic transaction advisory, management consulting, and tax diligence preparation, ensuring we meet the evolving needs of our clients. With additional strategic practices under one roof, we’re uniquely positioned to build long-term partnerships dedicated to helping companies realize their full value through expert accounting, advisory services, and genuine relationships.