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How State Taxes Play Into Exit Planning for Software Companies – 3/19/25

Join us and learn more:

About the Webinar:

Date: Wednesday March 19, 2025

Time: 12 – 1 PM | Eastern

Location: Live Webinar using Zoom

State tax laws are evolving, and SaaS companies selling across state lines are increasingly under scrutiny. If you’re considering selling your business, tax issues uncovered during due diligence can delay or derail deals. Proactive planning is essential to avoid costly surprises.

Join Brian Sengson from Bennett Thrasher as he discusses key state tax issues impacting software companies and strategies to mitigate risk before an exit.

What You’ll Learn:

  • How different states tax SaaS, subscriptions, and licensing
  • Identifying where you owe tax before states reach out
  • Structuring operations to reduce tax risks and liabilities
  • Resolving sales tax issues before they trigger audits
  • Strengthening valuation with a clean tax record
  • Adjusting software licensing and operations to limit tax exposure
  • Using automation to simplify multi-state compliance
  • Minimizing post-sale liabilities that could come back to you

Who Should Attend:

  • Software founders & executives planning an exit strategy
  • Investors & shareholders looking to protect deal value
  • CFOs & finance leaders managing multi-state tax compliance
  • M&A advisors & tax professionals assisting with software company transactions

Get ahead of state tax challenges before they impact your exit.