They say nothing’s certain but death and taxes…but I’m not quite sure how certain taxes really are. Don’t get me wrong. I know they’ll always exist. But tax laws are constantly changing. And, taxes become very relevant when we contemplate large life events – like selling one’s business.
One of my colleagues, David DuWaldt, wrote a great piece about how taxes and M&A deal structure work hand in hand. David does a great job explaining why the tax interests of the buyer and those of the seller are often at odds with one another and how a resourcefully structured transaction can bridge the gap between the two. I suggest you read David’s full article here.
Because the laws are constantly changing, it’s important to work with a trusted team of advisors including your accountant, lawyer, financial planner and investment banker to design the M&A deal structure that provides the best liquidity outcome for you. Remember…it’s what you keep that counts.