Transaction Structures: How to structure a transaction to minimize tax implications

Speaker: Lisa Cribben, CPA, ABV, Partner, Wipfli LLP, Green Bay, WI

Format

Video

Level

Intermediate

Duration

50m

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.

Learning outcomes

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 Goodwil
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

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Product information

Overview

Structuring a business sale transaction 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.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:	Basic knowledge of, or general experience in, forensic accounting, business valuation, or litigation
Programme level:	Intermediate
Duration:	50m
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Speaker

Lisa Cribben, CPA, ABV, Partner, Wipfli LLP, Green Bay, WI
Lisa Cribben leads Wipfli’s valuation services group and has worked with companies all over the United States with their valuation and business sale and purchase transaction needs. Lisa has worked in a variety of companies and positions helping her provide expert advice with an understanding of client needs. Lisa has extensive experience in testifying in court on valuation and other financial matters. Lisa is a frequent speaker on valuation and transition planning topics.