Closing Out the Holidays: Wrap-Up Your Transactions by the End of Year

As you’ve been making your due diligence checklist and checking it twice, RR&A has valuable recommendations to spruce up your end-of-year transactions and ensure a smooth closing process.

As the year draws to a close, there is often a sense of urgency to allocate remaining budgetary funds toward strategic investments, such as acquisitions, or to participate in divestitures to strengthen the balance sheet. However, decision making during this period can become challenging and compromise your company’s strategic objectives. We’ve prepared a due diligence checklist, a list of the benefits of broker deals, some helpful timing considerations for end-year closing, and tax considerations for loss harvesting, all to ensure that the ghost of transactions past doesn’t haunt you into the new year.

As always, there’s no need to face this tumultuous time of year alone, and we hope you’ll engage with RR&A and our resources to make challenging decisions efficiently and timely as the year draws to a close.

Read Related Posts

Picture of Andrew Clinton

Andrew Clinton

Andrew is a Partner at R. Reese & Associates and head of the Transactions and Corporate teams. His practice consists of energy and business transactional matters with additional competencies in real estate and title representation. To learn more about Andrew, visit his attorney page.

Attorney Page

Disclaimer: The information and material on this website is general information about our practice and firm. This information does not offer specific legal advice and the use of this information does not create an attorney-client relationship with RR&A or any of its attorneys. The information on this website should not be used for legal advice, and persons should not act upon the information on this website without engaging professional legal counsel.

Verified by MonsterInsights