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Stuart Lawson, CPA, CEPA, CM&AA

Stuart spent the initial 10 years of his career with Arthur Andersen LLP and has more than 30 years’ financial and operations expertise as a Board Member, Consultant, CFO or VP-Finance, including numerous capital raises, M&A transactions (buy and sell side), two IPOs and a going private transaction. Prior to joining SD Capital, he was a founding partner of Springer Lawson & Associates where he assisted clients with value creation and sell side advisory.  Over the course of his career, Stuart has worked with companies ranging from startups to mature organizations in the development of complex accounting models/plans. He also has extensive experience structuring transactions, assisting troubled companies, and building and streamlining back-office operations. Stuart has worked with numerous clients to help prepare them for sale, including two Carlyle portfolio companies.  He has significant experience working within the technology and government contracting space.

Education

B.S. – Accounting, Cum Laude, University of Maryland
B.A. – Government & Politics, Honors, University of Maryland

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Stuart enjoys hiking, bike riding and spending time with family.  He is a passionate fan of the Baltimore Orioles.

Stu Lawson

Our Thoughts On

FEATURED

Big Problem: Emerging Technology Client Unaware Of Sales Tax Requirements Upon Exit


Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance

Shareholder TREVOR WARREN joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, review and compilation engagements, and he services a diversified number of industries, from automotive to nonprofit. He also leads the firm’s Emerging Technology Services Group.
When one of the firm’s emerging technology clients was making plans to sell their business, Trevor and his team noticed that they were unaware of sales tax filing requirements. Knowing from experience how complex such requirements can be for emerging technology companies who sell products across multiple taxing jurisdictions, Trevor and his team understood that this missing piece would pose issues during due diligence and could negatively impact the client’s sale. To help ensure that the sale went smoothly, Trevor and his team suggested that the Schneider Downs state and local tax group perform a sales tax nexus study on the company. The group performed an analysis on both the client’s material revenue streams and the sales tax reporting requirements in the jurisdictions where they had customers. Then, Trevor and his team used that information to estimate the client’s total tax exposure, pinpoint the jurisdictions with significant exposure and help draft Voluntary Disclosure Agreements in those the jurisdictions. “We know that these requirements can be hard on early-stage companies when they have limited staff and revenue generation is a primary focus,” said Trevor. “By doing this analysis and going through the voluntary disclosure agreement process, we were able to get the company compliant with their sales tax filing requirements at a significantly reduced cost.” In addition, this process eliminated tax issues and exposure for the company upon exit. Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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