TAX SERVICES

Essentially every transaction or process in exit strategies involves some sort of taxation effect.  Therefore, understanding the federal and state tax consequences is crucial to the structure of the exit strategy.  With rates as high as 45% in some instances, the proper structure of an exit strategy can mean a significantly greater portion of the proceeds will remain with the business owner or his estate.  Additionally, it can also provide for even more negotiation power when selling to an outside party.

Taxation is also important when considering risk management for a business owner.  Insurance products are typically utilized to mitigate the risks found with privately held business.  A review of these products by a tax professional is important to ensure the proper treatment of the premiums paid.  This can provide business owners with tax savings during the exit process.

At Private Equity Transitions, LLC our principals are Certified Public Accountants with over forty years of experience in dealing with privately held businesses and transition related transactions.  We work directly with the business owners or their current tax advisors in order to obtain the best possible results for our clients.

Taxation services include analysis and tax saving techniques in the following areas:           

·        Business sales and sales price allocations

·        Business purchase and purchase price allocations

·        Partial business transitions

o       Gifting business interests

o       Management buyouts

o       ESOPs

·        Risk management techniques

·        Buy/Sell agreements

For more information about how you can benefit from our tax services

Please contact us at (860) 756-0929 or email Joe at jbazzano@petransitions.com