
Episode 50 — The M&A Miniseries - Part 1: Anatomy of a Merger
- S1
- 47:01
- April 15th 2021
Why not wait until Episode 50 to start at the beginning? The beginning of M&A (mergers and acquisitions) that is. In the miniseries foretold, legal structure sits as the first building block of M&A.
You'll hear about asset purchases and stock purchases. Don't get drowned out in the verbiage. Hear how the role you play in an M&A deal determines your preferences. For previous reference, Tony Sfreddo (Episode 5) built up quite the government contract portfolio. Does that lead itself to designing a deal one way or the other? Are there variations to asset purchase agreements and stock purchase agreements? Maybe there are more than two ways to skin a cat.
The arrangement bakes-in tax implications. Is there a work around? Allocating purchase price can favor long-term capital gains over ordinary income rates.
Fast forward from the announcement, what will benefits look like with the new owner? Deciding a deal's architecture determines how employees move forward while the ink dries.
Thirsty for more? Go grab a vitaminwater®
Co-Produced, Edited, and Mixed by Dylan Seals of hdaudiopost.com
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Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.
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