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Tax-Efficient Sale Strategies

Discover strategic approaches to minimize tax liability when selling your business. Learn how to defer taxes while maintaining immediate cash…
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Leveraged Partnership

Discover how leveraged partnerships let you transfer up to 90% business control & receive cash—all while deferring taxes. See how…
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Sponsored Spin-Off

Transform your operations with a sponsored spin-off strategy - learn how private equity firms acquire major stakes in public companies'…
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Poison Pill

Discover how poison pill defense strategies protect companies from hostile takeovers. Learn the tactics that make corporate raiders think twice…
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Treatment of Options (FIN 44)

Learn how FIN 44 affects stock options in M&A deals, including key accounting treatments for vested & unvested awards, purchase…
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Important Accounting Changes

Important changes to M&A accounting standards under FAS 141r & 160: see how these FASB updates transform business combinations &…
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Morris Trust

Learn advanced tax-free M&A strategies with Morris Trust & Reverse Morris Trust transactions. See how companies sell divisions without corporate…
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Equity Carve-Outs

Explore real-world equity carve-out examples & discover how companies strategically separate subsidiaries through IPOs. See how parent companies leverage public…
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Tax Attributes of a Target

Learn how net operating losses (NOLs) can save your company millions in tax payments through carrybacks and carryforwards, plus discover…
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Premiums Paid Analysis

Discover how M&A premiums are analyzed across public transactions, from control premiums to synergies. See real examples of how target…
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Purchase Price Allocation III

Get step-by-step guidance on M&A purchase price allocation, including real examples of equity method accounting, subsidiary valuations, and handling excess…
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Leveraged Recapitalization Analysis

Learn how recapitalization accounting impacts stock repurchases, treasury shares, and LBO transactions - plus discover why companies choose this strategy…
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