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M&A Webinar Series - Tax-Free Rollovers in Private Equity Transactions

Tuesday, Jun 23, 2020
11:00 AM - 11:30 AM EDT

Do you often find yourself amid transactions that require a decision to sell a business to a private equity or other strategic buyer who are offering different consideration packages?

Are you aware of the creative tax structures that can be implemented related to rollover funds that could have a significant impact on the decision to sell to one buyer or another?

Join Corporate Partner, John Paris, and Tax Partner, Conrad Garcia to learn about the impacts of rollovers in private equity transactions. John and Conrad will cover:

  • Description of how purchase offers from strategic buyers differ from those of private equity buyers;
  • Impact of buyer-type (C-Corp, S-Corp, LLC and strategic vs. financial buyer);
  • Tax strategies for roll-over equity considerations and why those strategies may dramatically influence a decision to go with a private equity buyer;
  • Deal examples; and
  • Private equity outlook amid and post-COVID.