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Results

Here are a few examples of the types of results we have achieved for our private business owners:

  • Assisted a client in the sale of its manufacturing business for $20m, maximized after-tax proceeds and deferred $2.5m of personal income taxes through a pre-sale reorganization, various tax elections, etc.

  • Structured and advised on a buyout by a group of executive managers of a large manufacturer from the estate of the former sole shareholder in a manner that minimized the cash required to purchase the company and maintained the proceeds of the sale by the estate.

  • Structured and advised on a software developer’s sale of its intellectual property to a large US-based software giant and maximized the after–tax proceeds to the individual shareholders through the use of various tax accounts, refundable taxes and capital dividends.

  • Researched and advised on the characterization and nature of certain payments received by an automobile dealership from the manufacturer creating a position which maximized the company’s after–tax income.

  • Reorganized a business of several community colleges, involving the use of a discretionary family trust which permitted the shareholder’s family to utilize their capital gains exemptions on a potential sale of the business, saving approximately $517,000 in personal income taxes.