Axiom Valuation Moderates Session at BEPC on Maximizing After-tax Proceeds of the Sale of a Closely Held Business

Roger Winsby, President and co-founder of Axiom Valuation Solutions, filled in for Dr. Stan Feldman at the Boston Estate Planning Council (BEPC) February Member Round Table Breakfast on February 4, 2014.

Program Title:  Maximizing the after-tax Proceeds of the Sale of a Closely-held Business

Program Description:    One of the many  myths of selling a closely-held business is that the best sales price also yields the most after-tax proceeds. This seminar will address why this may not always be the case, how to structure a transaction to ensure that all of the seller’s objectives are met including maximizing  the after-tax proceeds  of the sale and minimizing  what we  term deferred liability- the risk of the seller not getting what was negotiated.   Benefits to attendees include:

1.      Learning how identifying and quantifying personal goodwill offers a way to maximize the after-tax proceeds of a sale.

2.      Learning what the conditions need to be to minimize IRS pushback from using a personal goodwill strategy.

3.      Learning why identifying and valuing the intangible assets, excluding goodwill, of a business results in a business owners receiving higher sales multiples

4.      Learning that deal terms often have hidden costs that far outweigh their tax benefits.

        Link to Presentation PDF:          2013.02.04. Maximizing After-tax Proceeds of Sale

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