Methods for Maximizing Value in M&A Tax Structures | Transaction Advisors Institute

This session from Transaction Advisors Institute’s Deals Forum: Private Equity & Middle Market Transaction Structuring conference discussed advancements in M&A tax structuring, including how buyers and sellers can create additional value via tax matters.

Steve McCullough, Tax Partner at BDO and Anita Dabrowska, Tax Managing Director at BDO explained the potential tax implications--and benefits--that should be analyzed on both the buy- and sell-sides of a transaction as early in the process as possible.

The Transaction Advisors Institute provides its members with a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. https://www.TransactionAdvisors.com

Offerings include:

M&A Conferences assemble corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and consider innovative methods to improve deal performance.
https://bit.ly/3XBRdpw

The M&A Academy provides guidance on material negotiation issues and offers perspective on improving M&A performance from strategy development through closing.
https://bit.ly/3Wu6doc

M&A Master Classes: These live online M&A courses cover the specific decisions, information, and actions that are required during the acquisition process. The teaching faculty are renowned professors who provide practical guidance from their extensive M&A experience.
https://bit.ly/3j5PU3d

M&A Resources: This fast growing collection includes self-paced e-learning modules and editions of the M&A journal, Transaction Advisors, and information on critical negotiation issues, shifting deal dynamics, and techniques for transaction planning, structuring, and execution.
https://bit.ly/3ZYHkUA

Members of the Transaction Advisors Institute are some of the most active and sophisticated M&A professionals that enjoy being part of an elite community of in-house dealmakers. Membership is strictly limited to corporate and private equity professionals
https://bit.ly/3kFaiZw