Preparing for a Successful Transaction in 2023: What You Need to Know

John has a dual background as both an attorney and CPA. This unique skill set gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet no-nonsense style in effectively managing business and legal matters for his clients. John has extensive experience in all areas of commercial transactions and business operations, and practices in the areas of mergers and acquisitions, business law, and business succession planning.

Patrick is a Director in the firm’s Trusts and Estates Department. Patrick focuses on wealth transfer, philanthropic and business succession planning for family offices and high-net worth individuals, including private equity and venture capital principals, real estate developers, private and public company executives, tech entrepreneurs and business owners. Patrick has extensive experience with advanced aspects of New Hampshire’s favorable trust laws, including the formation and administration of private trust companies, private non-charitable and charitable foundations, asset protection trusts, directed trusts, purpose trusts, dynasty trusts, and quiet trusts, as well as advising trustees on the use of decantings, non-judicial settlement agreements, and trustee modifications.

Scott is a managing director at Baker Newman Noyes, and leads the firm’s transaction advisory services practice. Scott brings more than 20 years of experience in public accounting to his role at BNN. A seasoned audit professional, Scott works closely with private equity and venture-backed, emerging growth, and sophisticated public and privately held companies in the software, life sciences, construction, manufacturing and distribution industries. Clients turn to Scott for help in transaction support services and financial due diligence. He has unique knowledge and experience in buy-side and sell-side advisory for complex financial issues that may arise during a transaction. Scott has led due diligence assignments involving target companies across the U.S. and Canada. His experience also include software revenue recognition, complex equity and revenue recognition, and stock compensation.

Josh is a principal in the firm’s tax practice, specializing in tax advisory services for businesses, including mergers and acquisitions, tax structuring, and due diligence. He also provides tax consulting, planning, and compliance services for businesses and their ownership groups. Josh works primarily with commercial businesses, including the real estate and construction, hospitality, manufacturing and distribution, and retail industries. He has spent his career serving a wide range of clients—U.S. and international operations, passive and active ownerships, and multi-generational family business and partnership structures.