Episode description
Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few shareholders. He presents a definition of a closely held company and discusses differences this sort of company presents in an M&A transaction, some issues around employees, and the “phantom plan.” He also addresses the importance of considering taxes when forming a company and looking ahead to the tax implications when it comes time to exit the company.
View the complete show notes for this episode.
Learn More:
- Selling Your Business? Hire an Attorney to Increase the Bottom Line
- Allocation of Purchase Price & Taxes When Selling a Business
- M&A Basics | Asset vs. Stock Sale
- How Does Entity Type Affect the Sale of My Business?
- Informing & Retaining Employees When Selling a Business
Additional Resources:
- Download a free copy of The Complete Guide to Selling a Business
- Are you selling a business? Schedule a free consultation now.