Thinking about selling your business someday? In part two of our Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green and Patrick Degnan, Attorney at Clark Hill Law, explore how early planning and thoughtful deal structuring can lead to better results at the closing table. They share the advantages of having a clear strategic plan, explain key concepts like rollover equity, and discuss when to start valuations for estate and gifting purposes. Plus, you’ll ...
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Thinking about selling your business someday? In part two of our Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green and Patrick Degnan, Attorney at Clark Hill Law, explore how early planning and thoughtful deal structuring can lead to better results at the closing table. They share the advantages of having a clear strategic plan, explain key concepts like rollover equity, and discuss when to start valuations for estate and gifting purposes. Plus, you’ll ...
EPISODE 12: Unlocking M&A Success: Tax Strategies and The Power of Early Planning
Cascade Conversations
14 minutes
1 year ago
EPISODE 12: Unlocking M&A Success: Tax Strategies and The Power of Early Planning
In this insightful episode of Cascade Conversations, Eric Green, Managing Director at Cascade Partners, interviews Daniel Soleimani, Tax Practice Lead at Butzel Attorneys and Counselors. Green and Soleimani delve into the essential aspects of pre-transaction M&A tax planning, exploring the assignment of income doctrine and the importance of early preparation for maximizing tax benefits. Soleimani offers expert guidance on structuring deals to reward long-time employees and underscores th...
Cascade Conversations
Thinking about selling your business someday? In part two of our Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green and Patrick Degnan, Attorney at Clark Hill Law, explore how early planning and thoughtful deal structuring can lead to better results at the closing table. They share the advantages of having a clear strategic plan, explain key concepts like rollover equity, and discuss when to start valuations for estate and gifting purposes. Plus, you’ll ...