Empowering businesses acquisition and growth through expert QofE/due diligence, transactional tax expertise and post-transaction outsourced accounting and tax compliance.
Your trusted partner in M&A transactions and post-deal accounting and tax support.
At 8point, we specialize in providing comprehensive transactional accounting and tax services for buyers and sellers. Our team of experienced professionals, trained by Big Four and investment banking firms, combines deep industry knowledge with a relentless focus on quality and long-term client relationships.
We understand that M&A transactions are complex, high-stakes endeavors that require meticulous attention to detail, strategic thinking, and unwavering commitment to client success.
Based on our experience guiding clients through hundreds of deals ranging from $39 billion to $1 million, we offer rock solid guidance to steady the deal during turbulent times.
Transactions Completed
Combined Years Experience
Comprehensive M&A accountancy solutions
Meet the experts behind 8point
Founder and Co-Managing Partner
Joshua is a tax problem solver who, on the buy-side works to maximize the tax benefits to the buyer and, when on the sell-side, works to minimize any tax costs of a transaction. He is an expert in the M&A tax advisory space who proactively guides his client through the transactional tax minefield. He specializes in buy-side and sell-side tax due diligence, tax structuring, tax-free reorganizations, “QSBS” analysis, and general tax optimization planning. Joshua’s career as an M&A tax professional spans over 12 years including mostly within the M&A tax group of Big Four and large national accounting firms. Prior to client service, Joshua spent several years in industry with a Fortune 500 hospitality leader. His experience and background in industry as well as in two of the premier M&A tax groups in the country has culminated in Joshua’s unique skill set of commercial business savvy and tax-technical know-how.
Joshua’s has assisted in 100’s of deals ranging from $40b to $1m. He has assisted a wide range of clients consisting of some of the largest global PE firms - Silverlake, Blackstone, Ares, Leonard Green, Berkshire Partners, and Hellman and Friedman, middle market and lower-middle market PE firms, owner-operators, and individual searchers.
Joshua is a licensed attorney and CPA in the state of California.
Founder and Co-Managing Partner
Matt is Co-Managing Partner for 8Point Advisors, LLC, a full-service tax and accounting firm based in Southern California. Matt is also the Founder and President of Relay BPO LLC (formerly MPM Advisors LLC), a business process outsourcing firm focused on accounting, fractional CFO and human resources services. Matt has served as Chief Financial Officer for Charlie's Holdings Inc. (OTCQB:CHUC) (and its predecessors), a marketer and distributor of alternative products, where he assisted in bringing the Company public and is currently responsible for the Company's capital markets strategy, annual audits and SEC compliance. Prior to joining Charlie's, Matt worked for L’Oreal USA in a variety of corporate finance positions for the company’s Professional Products and Salon Centric divisions. Matt began his career as an investment banker at KeyBanc Capital Markets where he focused on debt, equity and merger and acquisitions transactions in the industrials space. Matt holds a Bachelor's Degree in Finance from Ohio University.
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