Preparing your SaaS Company for a Tax-Free Exit

You are invited to join an insightful discussion on advanced tax strategies for founders, executives, and investors who are striving towards an exit.   

Research providing key strategies to reducing income and transfer tax. Among other topics, the presentation will cover:

• The benefits of excluding taxable gain upon sale of qualified small business stock (QSBS), including opportunities to “stack” multiple $10 million exclusions; 
• Diversification and tax deferral strategies, including exchange funds and charitable remainder unitrusts;
• Strategies to reduce California state income tax, notwithstanding recent changes to the Revenue and Taxation Code;
• Gift and estate tax saving strategies.

Event Agenda:

11 AM - Networking

1130 AM Lunch

12 to 1245 Presentation from Eide Bailly.   

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

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:

Josh Rowley CPA

Partner

Josh leads Eide Bailly's Technology Industry Service group. He has been working primarily with SaaS companies since 2015. His technical areas of focus include mergers and acquisitions, entity formation and reorganization, R&D tax credit, state income tax, sales tax and 1202 stock. His focus is creating enterprise value in preparation for an equity transaction. He is passionate about creating uniquely great outcomes.

When you work with Josh's team, you get the best of Eide Bailly services tuned specifically for software companies. His favorite work is in strategic tax planning and tax reduction. He has helped many founders sell their companies.

Josh loves spending time with his wife and five children, skiing and backpacking in the mountains of Utah or sailing the waters of Southern California, his boyhood home.

Memberships

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants

Designations/Licensures

• Certified Public Accountant

Education

• Master of Accountancy, Professional Accounting – Brigham Young University, Utah
• Bachelor of Science, Accounting – Brigham Young University, Utah

Client Work

• Provides in-depth tax and accounting services to small business owners and their organizations
• Conducts research and development credit analysis and calculation
• Consults on issues and challenges of taxation of flow-through entities
• Works with software development companies, servicing their tax and accounting needs.

Community Involvement

• Utah Valley University, Member - National Advisory Committee, Woodbury School of Business 

Adam Sweet J.D., LL.M.

Principal



Adam leads Eide Bailly's Passthrough Entity Consulting group. He has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing compensatory equity. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships and a variety of IRS controversy matters. Adam also leads Eide Bailly’s Opportunity Zone working group.

Adam has a talent for distilling tax rules into concepts that can be understood by non-tax professionals. He is responsive and transparent with clients, and always takes an open ear to his interactions, listening carefully to understand all sides of an issue before reaching any conclusions.

Outside of the office, Adam is a family man who enjoys everyday moments with his wife and kids. When he wants to unwind, he loves getting outdoors for a run or a round of golf.

Memberships

• State Bar of California

Education

• Bachelor of Arts, History – University of Washington, Seattle, WA
• Juris Doctor – Lewis and Clark Law School, Portland, OR
• Master in Tax (LL.M.) – Georgetown University Law Center, Washington, D.C.

Client Work

• Represented the IRS in the U.S. Tax Court and published Tax Court cases.
• Provides guidance on the interpretation of partnership agreements.
• Submits private letter rulings requests to the IRS.
• Writes opinions and memorandum.
• Researches complex tax issues.

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Eide Bailly is a nationally recognized certified public accounting and business advisory firm committed to helping clients grow, thrive, and embrace opportunities for innovation. With dedicated staff throughout the nation, the firm helps clients gain a new perspective of what’s possible and make that vision a reality through inspired ideas and solutions. Along with core services of audit and tax, Eide Bailly also offers specialty solutions including R&D, state and local tax, cost segregation, international tax, data analytics, and technology consulting. We have four locations throughout Utah including offices in Lehi, Salt Lake City, Ogden, and Orem.