Shane Mahmood is the managing director at Allegiance Capital, a private investment bank based in Dallas, Texas, that has completed transactions for hundreds of companies across industries, from family-owned and entrepreneurial businesses to middle-market corporations. Shane is an expert at conducting needs assessments on anything from hiring to database management to software integration, as well as identifying and implementing platforms and procedures that benefit the Allegiance team and the bottom line. In this conversation, Shane discusses current tax considerations for sellers, the importance of early tax planning, treating your sale as a milestone event, and key approaches to due diligence.
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