Allocating a portion of proceeds from the sale of assets of a private company to the personal goodwill of a major shareholder can result in significant tax benefits to buyer and seller.
A robust economic environment creates optimum valuation opportunities, but even a downturn creates demand for business valuers.
The workshop will explore private company valuation issues such as strategic value, purchase price allocations and more.
Mellen notes, “Considering the current level of M&A activity, I’ve seen a marked increase in demand for valuations of shares of privately held companies…”
During robust M&A cycles, donor-advised funds tend to become popular philanthropic vehicles.
Considering a business transaction in Canada? A variety of valuation-related issues are relevant to your decision-making process.
Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?
What did the 2017 Tax Act change that would impact estate planning?