Forensic & Valuation Services Conference 2018

FVC1845 - Transaction Structures: How to Structure a Transaction to Minimize Tax Implications

Nov 6, 2018 1:50pm ‐ Nov 6, 2018 2:40pm


Description

Structuring a business sale transactions can affect the cash flow from a potential sale as well as the taxes that would be paid on a sale. The structure ultimately affects the value a buyer is willing to pay or a seller is willing to accept for a transaction. In this presentation you will learn about how the structure of a transaction could affect the ultimate cash flow a seller receives and impacts the price the parties negotiate.

  • After this session attendees will learn:
  • Options for Transaction Structure
  • Outline various options for structuring transactions (stock, asset, earn-out, etc.)
  • Impact of contingent liabilities (lawsuits, environmental, etc.)
  • Earn-outs – Considerations and impact on value
  • Non-compete and consulting agreements
  • Personal Goodwill
  • The value of stock as acquisition consideration and related risk
  • Employee benefits and management compensation Tax Issues in Purchase and Sale Transactions and Impact on Value
  • Overview of tax considerations in transactions
  • Asset allocation: Impact on Tax considerations and cash flow
  • Choice of entity and impact on taxes and value
  • Personal Goodwill and benefits in different transaction Structures

Speaker(s):

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