PKF Texas - The Entrepreneur's Playbook®

Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Miriam Rouziek, an Audit Manager and one of the faces of the PKF Texas SEC team. Miriam, welcome back to The Playbook.

Miriam: Thanks for having me, Jen.

Jen: So, we’ve been talking a little bit about PCAOB, which is the Public Company Accounting Oversight Board, and we’ve been talking about some changes that they’ve had. But what inspection trends are you seeing?


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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Frank Landreneau, one of our International Tax Directors. Frank, welcome back to The Playbook.

Frank: Thanks, Jen. It’s great to be back.

Jen: So, last time we talked about international tax baskets with the new tax reform. What are some issues that business owners are finding with that?


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Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here once again with Matt Goldston, an Entrepreneurial Advisory Services Director and one of the faces of PKF Texas’s Transaction Advisory Services Team. Matt, welcome back to The Playbook.

Matt: Thank you, Russ.

Russ: You bet. So, share with us, how do you mentally prepare a founder to be ready to really talk about and negotiate the sale of a company?

Matt: Early on, it’s important that a founder remove the emotion from the business and look at the business as though it’s an asset, one that can transact.
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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Miriam Rouziek, one of our Audit Managers and one of the faces of PKF Texas’s SEC team. Miriam, welcome back to The Playbook.

Miriam: Thanks for having me, Jen.

Jen: In previous episodes we’ve talked a little bit about the PCAOB, which stands for Public Company Accounting Oversight Board, which I know was founded after the whole Enron thing. What changes do they have coming for 2019 – 2020?


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Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here with Matt Goldston, an Entrepreneurial Advisory Services Director and one of the faces of PKF Texas’s Transaction Advisory Services team. Matt, welcome to The Playbook.

Matt: Thank you, Russ.

Russ: You bet. Tell us how a seller should prepare to sell their company.

Matt: Certainly. In a couple of different ways. One would be mentally prepare. The sales process is very difficult, and mitigating and dealing with concerns and issues that might turn out in the process – it’s good to look at those things early on.

Russ: I’ve been involved in this space a little bit, and that’s great advice right there. I’ve probably been in instances where I wasn’t mentally prepared, but what else? Keep going.


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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Frank Landreneau, one of our International Tax Directors. Frank, welcome back to The Playbook.

Frank: Thanks, Jen. Thanks for having me back.

Jen: We’ve talked about GILTI and FDII in previous episodes, and now I know there’s some more foreign impacts with the new tax reform. Is there anything else you can share with us about that?

Frank: Yes, in response to the Tax Reform Act, Treasury has had to come up with new rules for four tax credits. For example, previously, we had two types of foreign tax credit baskets.
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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m coming to you from the Gulf Coast Regional Family Forum. With me today is Russ Capper, Executive Director of Houston Exponential. Russ, welcome to the guest side of the Playbook.

Russ: Well, it’s great to be here.

Jen: For our viewers who aren’t quite familiar with Houston Exponential, can you share a little bit about what that is?

Russ: I’d love to. Houston Exponential is a non-profit initiative put together by the Greater Houston Partnership and, really, the Mayor and the City Council. They both seemed to come together simultaneously and felt like, “My goodness, we have to do something that really champions our innovators and accelerates the growth of our innovation ecosystem,” meaning, trying to make Houston more fertile for development of digital technology startups.

Jen: What kind of projects do you guys have to help drive that digital innovation?


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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Miriam Rouziek, an Audit Manager and one of the faces of PKF Texas’s SEC team. Miriam, welcome back to the Playbook.

Miriam: Thank you for having me, Jen.

Jen: So, tell us what’s coming down the pipe with the SEC? Are they doing any updates this year in 2019?

Miriam: Yeah. The SEC is really going to start focusing on some different things here in 2019.


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Russ: This is PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m coming to you from the Gulf Coast Regional Family Forum. I’m very pleased to have as my guest now, Richard Gruber, Co-founder and Chief Commercial Officer of MERIT SI. Richard, welcome to the show.

Richard: Thank you, Russ.

Russ: You bet. Tell us about MERIT SI.

Richard: MERIT SI is a two-year-old firm headquartered in Houston. Our focus is developing renewable strategies and solutions for energy, water and chemical companies to help them drive lower costs, reduce their emissions and improve their overall stakeholder awareness.

Russ: Ok. So, renewables, are we talking about solar and wind?

Richard: Principally, solar and solar with battery storage, and typically with advanced controls. And located at their points of demand for these companies, so where they consume it is where we site it.


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