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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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Morris Trust Transactions

Discover how Morris Trust transactions enable tax-free corporate restructuring through strategic spin-offs and acquisitions. Compare Regular vs. Reverse Morris Trust…
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Probability-Adjusted APV

Discover how VCs determine startup investment risk using probability-adjusted hurdle rates. See real examples of seed & first-stage financing calculations…
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Purchase Price Allocation

Simplify purchase price allocation with downloadable LBO model templates & expert examples. See how to calculate equity purchase price, allocate…
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Valuation Methods

Learn distinct valuation approaches for operating assets, from going concern to liquidation methods. See how investment bankers assess business value…
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Adjusted Present Value

Get step-by-step examples and downloadable templates to understand Adjusted Present Value (APV) analysis - a more precise alternative to DCF…
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Precedent Transactions Analysis

Explore real M&A valuations and control premiums through precedent transactions analysis. See how actual buyers value similar companies and what…
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