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Sale of Women-owned business
Our Approach
- Comparing offers made by potential buyers to “tax assess” one offer vs another to examine the after-tax consequences of each offer
- Assessing income tax issues such as recapture taxes and tax credits
- Examining whether from the purchaser’s standpoint an “asset sale” can remain such while turning the transaction into effectively a “stock sale” for tax purposes from the seller’s standpoint
- Analyzing various opportunities to avoid state income taxes upon the sale
- Examining whether charitable planning options are a fit
- Projecting what pre-close estate planning maneuvers might accomplish long-term in reducing the eventual 40% estate tax
- Examining “claw-back” strategies when company ownership may have in part been put into the hands of the next generation unprotected from creditor and spousal (son/daughter-in-law) claims
- Build a go-forward structure for growing future wealth that comes from the sales proceeds to protect it from taxes, creditor claims and spousal rights