Mergers & acquisitions explained

From the letter of intent onwards. Get a grasp on diligence, the purchase agreement, and more.

Tax Structuring (Part 2)
Hallam Stanton Hallam Stanton

Tax Structuring (Part 2)

From a tax perspective, an asset deal is generally to the buyer’s advantage. An equity deal, on the other hand, deal robs the buyer of that advantage. What should you do if you have to structure your deal as an equity deal?

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Tax Structuring (Part 1)
Hallam Stanton Hallam Stanton

Tax Structuring (Part 1)

From a tax perspective, an asset deal is generally to the buyer’s advantage. An equity deal, on the other hand, deal robs the buyer of that advantage. What should you do if you have to structure your deal as an equity deal?

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Rollover Equity
Hallam Stanton Hallam Stanton

Rollover Equity

In a traditional rollover, the buyer forms a new company to purchase all or substantially all of the assets of a target company.

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Forms and Deposits
Hallam Stanton Hallam Stanton

Forms and Deposits

Most small business sellers engage brokers to help them value and market their businesses. Yet beyond that role, some brokers also provide standardized legal documents, like form Letters of Intent (LOIs) and form purchase agreements.

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The Letter of Intent for SMB M&A
Hallam Stanton Hallam Stanton

The Letter of Intent for SMB M&A

Learn about Letters of Intent (LOIs) as they relate to SMB M&A. Understand LOI essentials, tips, and strategies for self-funded searchers.

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