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Perry Kaufman Managing Partner

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What I Know

Owning a business of any kind presents challenges in diverse areas such as operations, finance, marketing, human resources and more. While companies are typically very effective in managing their core business, when it comes to financial matters they often require specialized knowledge and resources as they respond to internal and external challenges and opportunities.

Having advised hundreds of companies of all sizes, industries and complexity, I offer unique perspectives and recommendations that help lead to successful solutions. I have seen firsthand what works – as well as some of the unintended consequences of courses of action that didn’t. As a business owner, I identify with my client’s situation and formulate alternatives and recommendations to a variety of business challenges.

Client Successes

Over the years I have helped clients in many ways, including saving as much as $10M in tax burden by modifying their entity structure in advance of pursuing a sale of the business, or helping a client re-organize their financial reporting system and credit facility following a major business downturn and resignation of CFO.

I believe I make a difference every day for some client in some way.

 

Additional Insight

How does entrepreneurial thinking play a role in your guidance to clients?

Having been a business owner for many years I’ve become accustomed to “sitting in the client’s chair” while formulating alternatives and recommendations. I have found that being able to truly think about the situation as if I were the client, makes me and my recommendations all the more valuable.

What is your favorite client engagement, and why?

I consulted with a very successful business owned by three individuals who were challenged by working together. The problems were so serious that they threatened to break apart the business. I enjoyed the engagement because I was able to make a positive impact that got them to a better situation.

What is the most rewarding part of your work?

Helping business owners maximize their financial results is extremely rewarding.

What are some of the common biggest areas for improvement you see when you begin working with a new client?

All too often businesses have inefficient legal structures, lack timely accurate financial information, have errors in prior years’ tax returns or are paying more for financing than they should or need to paying.

Profile

Practice Group

Business Tax & Advisory

Major Practice Area

Transactional Planning, Exit Planning and International Taxation

Industries Served

Real Estate, Financial & Professional Services, Technology

Professional and Community Involvement

American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Temple Emanu-El (Board Member, Audit Committee Member, Financial Oversight Committee)

Professional Background

Travis Wolff, LLP
KPMG
Kaufman & Associates

Education

University of Texas at Austin (Bachelor of Business Administration, Accounting)

Credentials and Certifications

Certified Public Accountant (CPA), Texas



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