PRE-TRANSACTION PLANNING: KEY LEGAL, FINANCIAL & TAX CONSIDERATIONS

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Major Topics:

  • Various liquidity options based on shareholders’ objectives;

  • Planning and timing;

  • Transaction timeline;

  • Professional deal team;

  • Necessary legal planning and documentation;

  • Historical and prospective financial information;

  • EBITDA adjustments;

  • Estate and tax planning;

  • Realizing hidden value:  intellectual property, real estate, other;

  • Financial v. strategic acquirers;

  • Cultural imperatives;

  • Due diligence landmines;

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