Livingston, NJ – Robert J. Blackwell, CPA/PFS/CGMA and Managing Member of Levine, Jacobs & Company, L.L.C., was highlighted in the May 2013 issue of Commerce magazine – the flagship publication of the Commerce & Industry Association of New Jersey.
In the special Accounting Roundtable section, participants were asked about the recent surge in Mergers & Acquisitions (M&A). According to Bob Blackwell, one of the accounting managing partners interviewed, “….Any sale, merger or acquisition should not be taken lightly. A professional team should be in place that understands the owner’s goals and objectives. Depending on whether the company is the acquirer or the target, our advice would be similar, but different. Regardless, proper due diligence is imperative and may include the preparation of a business valuation. As a target, the owner needs to accept his/her role after acquisition; must be confident in the acquirer’s ability to fulfill its obligations under the contract; recognize the tax considerations of the transaction; and must be available to assure a proper transition. For the acquirer, the same is true in reverse. In a merger, the benefits and opportunities including any economies of scale generated by consolidating the entities must be considered along with how this merger will affect your current business model, market growth, products or services offered; what must be done to integrate the two businesses; whether the new entity will require additional capitalization; and the chain of command that will ensure. As in marriage, you need to be confident in your choice of a partner.”
Mr. Blackwell provides accounting, tax and consulting services for a diverse client base of individuals and closely held or family-owned businesses. He also plays an active role at the firm’s wealth planning provider, Cetera Advisor Networks, LLC, A Cetera Company. Levine Jacobs & Company and Cetera Advisor Networks, LLC are not related entities. Mr. Blackwell is licensed to sell securities, mutual funds, life and health insurance as well as other brokerage products. Other areas of professional services include the establishment and administration of individual retirement accounts, IRA and 401K rollovers and Section 529 plans. He is a licensed Certified Public Accountant in both New Jersey and New York, and a Personal Financial Specialist (PFS). Working closely with clients, Robert combines knowledge, experience and insight to recommend investments that will assist them in achieving their business and financial goals.
Levine, Jacobs provides a unique combination of twenty-first century accounting, business consulting and financial planning services to a diverse list of individuals located primarily in New Jersey, New York and Pennsylvania.
Levine, Jacobs & Company, L.L.C. prides itself on its teamwork abilities where “every account receives the talent and expertise of the whole firm.” With headquarters in Livingston, NJ, clients are located throughout the New Jersey, New York and Pennsylvania tri-state region.
Levine, Jacobs & Company, L.L.C. maintains memberships in the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.