Explore common issues arising in private mergers and acquisitions, where owner-manager sellers have implemented tax-planned structures, and the benefits available under properly executed and maintained ownership structures. One primary case study is used to explain the purpose of a simplified but common tax-planned structure and the benefits derived by sellers. A secondary case study shows a non-tax-planned structure to juxtapose against the primary case study, illustrating the disadvantages of not engaging in tax planning in advance of a contemplated sale.

This on-demand program was originally presented as an in-person program titled Legal Strategies in Mergers & Acquisitions on April 29, 2025.  Total running time is 58 minutes.

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