January 27, 2023
The Impact Of Tax Structuring On A Deal
By Adam Burroughs
There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books.
August 26, 2022
Pre-transaction must-dos for sellers
Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring.
July 29, 2022
Breaking down the complexities of succession planning
Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.
December 18, 2019
Edward Chan on how to achieve just the right level of transaction preparedness
1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale.