David M. Sullivan, Jr. will be speaking in Breakout Session 1, Tax Planning and Exit Strategies: A Financial and Tax Planning Discussion at the Growth & Ownership Strategies Conference on Thursday, November 5th from 3:00 p.m. – 4:00 p.m. at The Ritz-Carlton Naples, Tiburón in Naples, FL.
This interactive session will explore key tax planning strategies A&E firms should consider for 2026 and beyond. We’ll examine the tax and financial considerations that can shape effective succession planning, whether through an internal ownership transition or an external sale. The discussion will also cover common transaction structures in today’s M&A market and their implications for both buyers and sellers.
PKF O’Connor Davies will also be exhibiting at this event. Stop by to meet David M. Sullivan, Jr., Nicholas Tamvaklis, Michelle Downing, Linda McLean and George Shaw to learn more about our services in the Architecture and Engineering Industry.