Gregory Gibbons, Vice President in Meaden & Moore’s Tax Services Group; Mark
Kasinec, Director of the Advisory Services Group; and Joe Salata, Director in the Transaction Advisory Group, presented “Deal Structure: How Smart Planning Pays You Back” at the ETA Symposium.
The session explored the financial, tax, and transaction considerations entrepreneurs should evaluate when acquiring a business, from planning before a letter of intent (LOI) through due diligence and post-closing.
The presenters discussed how thoughtful deal structuring can help buyers maximize available tax benefits, including potential opportunities for an asset basis step-up, while managing cash flow, working capital, and transaction risk. The discussion emphasized how addressing these considerations early can improve the overall economics of an acquisition and help protect the buyer’s investment.
Thank you to the ETA Symposium organizers and everyone who joined the discussion and contributed thoughtful questions.
