Raymond Cheung, an Audit Shareholder at Geffen Mesher and the leader of the firm’s M&A Transaction Advisory team, recently participated in a Thought Leader Forum hosted by the Portland Business Journal. The topic of discussion was the world of mergers and acquisitions and the challenges, best practices, and players associated it.
“I’ve participated in similar discussions before, but this forum was particularly successful,” noted Cheung, who also leads the firm’s Asia Pacific practice. “It was fascinating to hear about the other panelists’ perspectives and experiences.”
“We had a lively group dynamic,” added Cheung. “When you have an accountant, a lawyer, and an investment banker in the same room, it’s bound to get interesting. We have vastly different roles and responsibilities within the M&A space, but we’re three points of the same triangle.”
After over an hour of thought-provoking conversation, the trio arrived at a clear consensus — one that transcends industry or role — about best practices for undergoing an M&A transaction: plan appropriately, build a strong team, and outline your capacity and capability to undergo perhaps the largest financial event of your business’s lifecycle.
This discussion was by no means the first time Geffen Mesher had participated in such an event; in fact, the Portland Business Journal is facilitating another Thought Leader Forum on Multi-Generational Business & Succession Planning in April 2019, for which the firm will be represented by Tax Department Chair Tania Gitch.
About Geffen Mesher: Geffen Mesher, a Portland-based accounting firm, focuses on providing ongoing financial strategy, accounting, and CPA services for businesses and high-net-worth individuals. We serve many industries and create solutions that help our diverse clientele plan and build their financial pictures wisely.
For more than 85 years, our focus has taken us beyond the numbers and into the lives, plans, and strategic goals of our clients. In providing professional tax, financial and business consulting, and reporting, we have successfully guided our clients through booms and busts, recessions and recoveries, with an approach and model built around the commitment of our people, decades of experience, and expertise across a wide range of industries.