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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership

Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community

Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH

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Exit Planning Summit

Nobody Likes Surprises: Educate Your Clients on Deal Structures to Navigate the Sale Smoothly

Date

Monday, May 5, 2025

Time

11:30 a.m. to 12:30 p.m. ET

Location

Sunseeker Resort
Charlotte Harbor, FL

Presenters

Justin Thomas

Additional Presenters

Scott Mashuda, REAG
Kyle Madden, KLH Capital
Robert Kingsbury, MCM Capital Partners

Event Details

Justin Thomas will be speaking on the panel “Nobody Likes Surprises: Educate Your Clients on Deal Structures to Navigate the Sale Smoothly” at the Exit Planning Summit. During this session, he’ll share his thoughts and insights on how to familiarize business owner clients with deal structure concepts, such as earn-outs, equity roll-overs and seller notes. Attendees will also learn how this knowledge can help their clients find the right buyer and approach a transaction with confidence.

Visit the conference website for more information.

Presenter

Justin Thomas, CPA, MAcc

Partner, Cohen & Co Advisory, LLC

jthomas@cohenco.com

216.774.1202

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.