Transaction Analysis
When It Comes To Succession Planning, You’ve Got Options
Our seasoned professionals have been involved with hundreds of business transactions, providing sellers with the highest after-tax proceeds, and buyers with the best purchase price allocations for future tax write-offs. This approach often helps build consensus and bring negotiating parties closer to a mutually beneficial agreement. Your transaction analysis and consulting solutions include:
Maximizing after-tax proceeds with transaction tax planning
- Reducing or minimizing double tax
- Maximizing intangible assets, taxed at lower capital gains rates
- Tax exclusions and deferral techniques
- Stock vs. asset sale analysis
Exit strategy analysis
- Employee Stock Ownership Plan (ESOP)
- Inside vs. outside buyouts
- Gifting and estate planning
- Re-capitalizations with private equity groups and others
Putting your company in a desirable position
- S vs. C Corporation analysis
- Maximizing value
- Analysis of value drivers
Buyer consulting
- Minimizing after-tax acquisition cost
- Maximizing after-tax earnings available for growth and expansion
- Choice of business entity
- Valuation consulting
- Financing options
- Negotiating price and terms
Email our business valuations team to start identifying your options.