Purchase/Sale of Closely Held Business: Valuation Fundamentals

Level: Advanced
Credits (50 min.hr.)1 one (1) hour
Prerequisites: Experience in business taxation.

Closely held companies will typically transact an asset-based deal. There are compelling tax and legal issues that favor this type of transaction structure. We begin with consideration of important tax planning issues.

Course Highlights

• Deal structure
• Example
• Additional transaction considerations
• Summary of strategic issues

Course Objectives

• Illustrate the key considerations regarding an asset transaction.
• Highlight tax strategies for "C" corporation and "S" corporation transactions.
• Use the Case Study method to illustrate major concepts.

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