Cross selling – Spotting opportunities

Event date: 14 October 2025

Event time: 13:00-13:45

Business operations are interconnected: a tax challenge often hides an advisory need, and vice versa. In this session, Ricardo Gameroff, Managing Partner of Kreston BA Argentina and a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE) and Mark Taylor, Chair – Global Tax Group share practical examples of how to recognise cross-selling opportunities in day-to-day work: spotting tax triggers while delivering advisory projects, and identifying advisory needs during tax compliance and planning.

What you’ll learn:

• How to spot “red flags” that reveal hidden opportunities.
• Real-life examples where tax and advisory services naturally connect.

Who should attend: Partners, managers, and client-facing professionals who want to generate new revenue streams by collaborating across service lines.