mergers and acquisitions

Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Kristin Ryan, an Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan audit team. Kristin, welcome back to the Playbook.

Kristin: Thank you. Thanks for having me.

Jen: Well, with all the M&A activities starting to happen and expected to ramp up, how does that impact benefit plans and sponsors’ and fiduciaries’ decisions regarding plans?


Continue Reading The Impact of M&A on Employee Benefit Plans

In our continuing effort to help co-create solutions for business’ future, we offer the following ideas, insights and perspectives in the latest edition of the Leading Edge Digital Magazine. These thought leadership pieces are ready to be accessed any time, anywhere at LeadingEdgeMag.com/PKFTexas.

If you have topics you would like us to cover, contact us. As always, we enjoy receiving comments and feedback from our clients and the friends of our firm.


Continue Reading Winter 2019 Leading Edge Magazine is Now Live

Russ: The is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here with Kirsten Strieck, a shareholder and Director of Operations & Client Services at Joint Venture Strategic Advisors. Welcome to the Playbook, Kirsten.

Kirsten: Thank you, Russ.

Russ: You bet.  Tell us about Strategic Advisors.

Kirsten: We are a specialty joint venture consulting firm that provides any joint venture services to the energy industry, but also to other industries that have an agreement and partners.
Continue Reading Working with Joint Venture Agreements

Jen:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Jen Lemanski, this week’s guest host, and I’m here with Chris Hatten, one of our audit directors on our Transaction Advisory Services team.  He’s also a Certified Mergers and Acquisitions Advisor.  Welcome back to the Playbook Chris.

Chris:  Appreciate it, Jen.

Jen:  Chris we’ve talked