CEO
Sweeney Conrad
Sam provides tax compliance and consulting services to closely held businesses and their owners. He has significant experience in international tax planning, mergers and acquisitions, planning for intergenerational family wealth transfer, and high net worth family office services.
Sam’s international tax expertise is focused on entity selection for international business expansion, planning for tax efficient restructuring, preparation of gain recognition agreements, tax treaty analysis, withholding tax planning, and tax return preparation for foreign companies entering the U.S. market. He also provides federal and state tax planning for business entities including corporations, partnerships, and S-corporations.
Sam has worked with clients in real estate, hospitality, manufacturing and distribution, telecommunications, natural resources, software development, and professional services.
A successful private equity transaction involves far more than valuation. Before firms move forward with a deal, they must determine whether a potential partner is the right fit culturally, strategically, and economically. In this panel, accounting firm leaders who have partnered with outside capital will discuss the key conversations, evaluations, and decision points that occur before a transaction is completed.
From assessing strategic alignment and long-term goals to evaluating cultural fit and economic outcomes, panelists will share the lessons they’ve learned, the questions every firm should ask, and the due diligence required to make an informed decision.
Attendees will gain a practical framework for evaluating opportunities, aligning partner groups, and determining whether a potential partnership creates lasting value for the firm, its people, and its clients.