About This Q&A This recap pulls together the most practical questions raised during the live event. The answers below stay close to the themes the panel emphasized: fit matters, structure matters, and your goals should drive the tax and deal decisions rather than the other way around. Watch the Q&A Segment Buy, Build, Sell Q&A […]
About Andrea Steinbrenner Andrea spent a decade in operational and financial leadership at TGG Accounting before becoming CEO of Exit Consulting Group. She's a Certified Exit Planning Advisor who understands how businesses are built, run, and made ready to sell. Named one of the Top 50 Women Leaders of California for 2025. Connect with Andrea […]
About Shaaya Shaifi Shaaya is an M&A advisor who helps business owners buy and sell companies. He handles deal origination, financial due diligence, and transaction structuring — and he knows exactly where deals fall apart. Connect with SHAAYA Watch Shaaya’s Segment Acquisition strategy for business owners is not just about finding a company with revenue […]
About Josh Koza Josh works across EPI's network of 8,000+ Certified Exit Planning Advisors. He sees what's working, what's failing, and what the best-prepared owners are doing differently when it comes time to exit. Connect with JOSH Watch Josh’s Segment Exit planning for business owners is often framed as a final-stage project. Josh Koza argues […]
About Laura Dohanes Laura advises business owners in the $5M–$20M range on entity structure, tax-efficient exits, and wealth preservation. With experience representing more than 3,000 clients in federal and state tax audits, she brings a practical understanding of how tax strategy holds up under scrutiny. She is the CPA who asks the questions your current […]
The Buy, Build, Sell Masterclass replay brings together four different lenses on the same core question: how do you build a business that creates wealth now, stays attractive to buyers later, and leaves you with more after the deal closes? This event covers tax strategy, exit planning, acquisitions, and the human side of a transition […]