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Podcast: M&A Science
Episode:

Tax Considerations in M&A

Category: Business
Duration: 00:56:27
Publish Date: 2023-08-14 05:51:00
Description:

Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP,

This episode is sponsored by The M&A Science Fair, the exclusive event for the industry-leading M&A corporate practitioners. Join us on October 5th in NYC and collaborate with the best in the business to test your hypothesis and refine your strategies. Secure an invite at mascience.com/fair and make sure to use EARLYBIRD for a 20% discount!

Episode Timestamps:

00:00 Intro

05:49 Tax Complexities

07:34 Considering Tax

15:05 Start-up Tax liabilities

18:33 Minimizing Risks

21:42 Stock vs. Asset sale

22:58 Net Operating Losses

27:00 Buyer’s Benefits

28:24 Creating a Holding Company

30:00 Equity Compensation

31:33 Efficient Tax Structuring for Sellers

36:59 Negotiations

39:38 Tax Considerations in LOI 

43:40 Qualified small business stock

48:59 Relocation for Tax Savings

50:41 Tax considerations during diligence

52:21 Lessons Learned

 

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