Carr Riggs and Ingram Archives - Business RadioX ®

Jeff Hawkins, Carr, Riggs & Ingram

May 24, 2022 by John Ray

North Fulton Business Radio

Jeff Hawkins, Carr, Riggs & Ingram

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(North Fulton Business Radio, Episode 458)

Jeff Hawkins, Transaction Advisory Partner with Carr, Riggs & Ingram, joined host John Ray to discuss the environment for selling middle market businesses and the mergers & acquisitions environment generally. . Jeff covered the pandemic’s effect on M&A activity in the last two years, including the wave of sales at year end 2021. He discussed the due diligence process a seller will encounter, a Quality of Earnings Report, the role of audited financials, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Carr, Riggs & Ingram (CRI) is a Top 25 nationally ranked accounting and advisory firm driven by relationships to cultivate growth.

From traditional accounting services to leading-edge business support, technology resources, and assurance offerings, CRI’s breadth and depth of expertise take you from compliance to competitive advantage.

Today, after 25 years of consistent growth since our formation, Carr, Riggs & Ingram is among the Top 25 firms nationally with no plans of slowing anytime soon. Despite this growth and the technological and automation disruption of the accounting industry, they still pride themselves on delivering actionable insights and solutions based on their founding principles of tailored client service, respect for all, and unyielding integrity.

Company Website |LinkedIn | Facebook

**Jeff Hawkins, Transaction Advisory Partner, Carr, Riggs & Ingram**

Jeff provides attest services for middle to lower-middle market, privately held companies. He also leads the Transaction Advisory Services team (TAS) in CRI’s Atlanta office for quality of earnings, target working capital, and other due diligence projects. He works closely with dealerships and provides consumer and business services.

Jeff’s clients enjoy working with him because of his experience working with businesses in varying industries and his willingness to stay involved in every engagement.

Questions and Topics in this Interview:

The current state of the M&A world
Why was 2021 so busy
Impacts of labor constraints on professionals in M&A
Current trends in M&A

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Bruce McFadden, Carr, Riggs & Ingram

February 18, 2022 by John Ray

North Fulton Studio

Bruce McFadden, Carr, Riggs & Ingram

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Bruce McFadden, Carr, Riggs & Ingram (The Exit Exchange, Episode 11)

As a CPA and Partner at Carr, Riggs & Ingram, Bruce McFadden has seen many missteps in how businesses handle an exit. He shares common mistakes, including not bringing the CPA into the process early enough. Bruce discussed ways to get the CPA on board early, questions to ask, quality of earnings statements, and much more. This episode of The Exit Exchange is co-hosted by Maria Forbes and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs & Ingram

CRI is one of the fastest-growing CPA firms in the U.S., now a top 25 firm in the U.S. and a superregional firm in the S.E. they’ve been present and involved in the Atlanta market for over 40 years.

Providing traditional audit, accounting & tax services, and additionally consulting transaction advisory services in the M&A and exit planning space along with our portfolio companies. A very advisory approach.

Along with a number of professionals from their advisory teams at CRI, they are joined at the XPX Atlanta table by their portfolio companies: CRI Capital Advisory and Level Four.

Carr, Riggs & Ingram is pleased to be a gold sponsor of XPX Atlanta.

Company website | LinkedIn

Bruce McFadden, Partner, Carr, Riggs & Ingram

Bruce has 40+ years of experience in public accounting, including audit and attest services for clients in the manufacturing, distribution, technology, retail, construction, and hospitality industries, as well as audits of employee benefit plans. Bruce is one of the CRI-Atlanta partners responsible for overseeing the office’s quality control, a member of the firm’s SEC Practice Committee, and serves or has served as engagement partner on some firm’s public registrant clients.

He has in-depth knowledge and experience with mergers and acquisitions, systems consulting, cash flow modeling, benchmark analyses, business consulting, and exit planning.

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Bill Dukes, Carr, Riggs and Ingram, LLC

April 22, 2021 by John Ray

North Fulton Studio

Bill Dukes, Carr, Riggs and Ingram, LLC

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Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4)

Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs and Ingram, LLC

Stretching from New Mexico to North Carolina, Carr, Riggs & Ingram CPAs and Advisors (CRI) is a top 25 nationally ranked full-service accounting and advisory firm offering innovative tax, accounting, audit, consulting, and advisory services to more than 100,000 clients in the U.S., Canada, Mexico, Puerto Rico, and overseas military installations.

Company website | LinkedIn

Bill Dukes, Tax Partner, Carr, Riggs and Ingram, LLC

Bill has over 16 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. WhileBill specializes in working with small and middle-market businesses and their related owners, his background allows him to serve a broad client base from smaller “mom & pop” type establishments to much larger corporate conglomerates. Bill also has expertise in assisting clients in a multitude of transactional matters in the M & A arena including the application of code sections 338 & 1202. Also among Bill’s disciplines is representing clients in areas of controversy and disputes with the Internal Revenue Service (IRS). Bill is also deeply involved in the firm’s staff development via various leadership/mentorship roles and serving as an annual instructor at CRI’s CPE Week teaching Leadership Academy Courses.

Outside of Bill’s professional life, he enjoys traveling and spending time outdoors with his family. Bill is an avid golfer who enjoys competing in amateur events throughout the summer months.

Questions and Topics in this Interview

For business owners working on 2020 tax returns (business and personal) , what are the most important and/or new issues business owners need to take into account based on the last 16 months of bills coming out of Washington DC? And in Georgia? What actions can still be taken?
What is your advice and the latest on PPP loan forgiveness?
As best as you can what kinds of tax planning should an owner consider in the current chaos and uncertainty? Your insights into what might be coming? Tax structure, infrastructure bill, etc.
Specifically for an owner planning to sell in the next 2 -3 years, what actions to take, or not to take?

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.