Sarah Sullivan joins RSM’s private client team in Birmingham

 In RSM

RSM UK has expanded its private client services team with the appointment of a new tax director, Sarah Sullivan, specialising in transaction tax and private business.

Based in Birmingham, Sarah has over a decade of experience as a tax adviser, working with a wide range of clients including entrepreneurs, high-net worth individuals and owner-managed and private equity backed businesses. She joins RSM from her previous role as a tax director at Azets, where she played an instrumental role in the development of the firm’s specialist owner-managed business team. Prior to this, she spent five years at a Big Four firm in its private client team.

Sarah’s expertise includes advising on liquidity events, partial exits, private equity investment, succession planning and wider business growth. She works with management teams, shareholders, business owners and family businesses, with a particular focus on shareholder transactions.

At RSM, Sarah will support the continued growth of the firm’s private client services capabilities, both in the Midlands and nationally. She will utilise her expertise in shareholder transactions and private business advisory to support clients across all stages of the business lifecycle. She will also work collaboratively with teams across RSM to deliver the firm’s wider growth strategy.

Sarah Sullivan, tax director at RSM UK, said: “Joining RSM is a fantastic opportunity to become part of the firm’s strong and growing team of tax experts. I look forward to using my knowledge and experience of shareholder transactions to help clients navigate complex tax issues and considerations with confidence across a wide scope of projects. I can’t wait to hit the ground running, working with colleagues across the firm to help grow its private client services offering and deliver a full spectrum of support.

Helen Relf, head of private client services at RSM UK, added “We’re thrilled to welcome Sarah to RSM. Her strong experience in shareholder transactions and private business advisory will be invaluable to our growing private client services team. Her collaborative attitude and approach to work is strongly aligned with our values and culture as a firm, making her an ideal addition to the team.”

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