Deal or No Deal - Accounting, Tax and seller Hot Topics with Software/Tech Transactions

Come learn all of the latest in Transactions - Deal or No Deal - Accounting, Tax and seller Hot Topics with Software/Tech Transactions in 2024.

Event Agenda:

11 AM - Networking

1130 AM Lunch

12 to 1245 Presentation from CLA on Deal or Nor Deal - Accounting, Tax and Seller Hot Topics with /Software/Tech Transactions

1245 to 1 PM Q&A with the transaction experts from CLA.

1 PM Finish up

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

Silicon Slopes HQ

2600 West Executive Parkway Suite 140

Lehi UT 84043 

Our Speakers:

Thomas C. Jensen, CPA, MAcc

CLA (CliftonLarsonAllen LLP)

Principal

Salt Lake City, UT

801-938-3570

[email protected]

Profile

Tommy has more than 20 years of professional accounting experience and specializes in working with technology companies, which are generally private equity backed. He has extensive experience with international operations, and is regularly consulted on revenue recognition matters, as well as acquisitions and business combinations. He understands capital fundraising and exits and advises his clients on these matters. Tommy believes deeply in servicing his clients well and being their advocate.

Technical experience

• Revenue recognition

• Business combinations, both acquisitions and exits

• International operations and related accounting considerations

• Raising capital – has dealt with numerous changes to debt agreements, dividend recaps, IPO’s and other offerings, various rounds of funding, warrants and other complexities

• Approximately 15-years of experience with two of the five largest accounting firms in the world

Education and professional involvement

• Bachelor of science in accounting (with honors) from Westminster College, Salt Lake City, Utah

• Master’s degree in accounting from University of Utah, Salt Lake City, Utah

• American Institute of Certified Public Accountants

• Certified Public Accountant in the states of Utah and Hawaii

• Member of the Utah Association of CPA’s and Hawaii Society of CPA’s

• Adjunct professor of auditing, Westminster College, Salt Lake City, Utah

Speaking engagements

• Regularly speaks to provide auditor and accounting firm perspective on various topics

Civic organizations

• Primary Children’s Hospital Giving Committee, past member

• Heart’s Knit Together, past board member

Jerry Bregg, CPA

CLA (CliftonLarsonAllen LLP)

Principal

Salt Lake City, UT | Carlsbad, CA

619-253-9835

[email protected]

Profile

Jerry Bregg is a tax principal in the Salt Lake City and Carlsbad offices with more than 25 years of experience. Jerry has deep experience with early-stage to publicly-traded biotech and technology companies. Jerry’s experience includes time in both public accounting firms and industry. Jerry’s public accounting years include twelve years with the Big Four accounting firms, and most recently serving as the office managing partner of a top 8 firm. In between this time, he was the head of tax for Cricket Wireless, a publicly traded company sold to AT&T. Jerry has deep experience in corporate taxation, international tax, and ASC 740. He is also currently an adjunct instructor at the University of Utah teaching international tax to master of accounting students.

Education and professional involvement

• Master of science in accounting (tax) from San Diego State University, San Diego, California

• Bachelor of science in business administration (accounting) from San Diego State University, San Diego, California

• Certified Public Accountant in the states of Utah and California

• American Institute of Certified Public Accountants

Civic organizations

• Chair of External Advisory Board for the School of Accounting at the University of Utah

• National Association of Corporate Directors

James Kim

CLA (CliftonLarsonAllen LLP)

Managing Director, Investment Banking Advisory

Century City, CA

310-205-6508

[email protected]

Profile

James is a Managing Director in CLA’s investment banking group where he assists clients in selling their companies. He has a broad range of industry experience, including industrial manufacturing, specialty distribution, consumer packaged goods, aerospace & defense, technology and healthcare.

James has over 20 years of experience in investment banking including mergers & acquisitions, initial public offerings, debt and equity capital raises and fairness opinions. After earning his MBA, James began his investment banking career at Merrill Lynch where he was in the industrials and healthcare groups. James left Merrill Lynch and joined Bank of America’s technology group where he covered the semiconductor industry and assisted pre-IPO companies. He then joined Greif & Co., a boutique M&A advisory firm in Los Angeles where he focused on working with entrepreneurs in selling their companies valued between $20 million to $500 million. After stints with a real estate private equity fund and as the Chief Financial Officer at Electronic Recyclers International, James joined Wells Fargo Advisors’ M&A group where he focused on sell-side middle market M&A transactions.

Prior to his investment banking career, James was a CPA with PwC, graduated from law school and worked at KPMG in its consulting practice.

Education and professional involvement

• Bachelor of science in business administration from the University of California at Berkeley, Berkeley, CA

• Juris doctor from the University of California at Davis School of Law, Davis, CA

• Master of business administration from New York University, New York, NY

• Series 7 and 63 licenses from the Financial Industries Regulatory Association (FINRA)

• Certified Public Accountant in the State of California

• Member, State Bar of California (inactive status)

Matt Bartholomew

CLA (CliftonLarsonAllen LLP)

Principal

Salt Lake City, UT

281-468-8294

[email protected]

Profile

Matt is a Principal in the CliftonLarsonAllen LLP Deal Services Group, providing financial diligence services to private equity, privately held clients primarily in the construction, energy (including oil field services), manufacturing & distribution, business services, enterprise software/tech and consumer products/ecommerce industries, including pre-LOI and post-transaction assistance with companies ranging from pre-revenue to $1b+.

Technical experience

Matt’s experience leading due diligence projects includes sell-side and buy-side quality of earnings, divisional/business segment “carve out” analyses, working capital analysis, on- and off-balance sheet liability analyses, moving ‘reported financials’ to ‘deal financials’, recast operating results, pro forma revenue and EBITDA analyses, financial statement analysis and reporting. Specific experience includes, but is not limited to, the following:

• Identify and communicate both quantitative and qualitative transaction specific findings

• Assessing a Company’s accounting past practices and U.S. GAAP differences

• EBITDA adjustment analyses, including pro forma considerations

• Carve-out transactions – Discrete, attributable activity, allocations and stand-alone cost models

• Working capital analysis and true-up calculations

• Balance sheet testing and analysis

• Analysis of historical, projected and pro forma financial measures

• Analysis of target’s industry, operations, assets, revenues and cost structure to identify any business, operational and financial matters which impact the potential transaction

Education and professional involvement

• Master of Accountancy from University of Virginia

• Bachelor of Science in Finance from Brigham Young University

• American Institute of Certified Public Accountants (AICPA)

• Texas Society of Certified Public Accountants (TXCPA)

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