2007

Private Equity Dealings

Source: New South Wales

Published Date: 3 Apr 2007

 
The large amount of mergers and acquisitions at the larger end of the market has over recent years also translated into a greater number of private equity deals at the small to medium end of the market. While in many ways a dealing with a private equity firm will be the same as a standard share or business sale, there are some nuances to dealing with private equity funds that you and your clients need to be aware of.

These materials focus on the implications of private equity deals from the perspectives of both the deal-maker and the tax adviser.

The materials will cover:
- what private equity firms look for in an investment
- the time horizon for a private equity investment
- making businesses attractive to private equity firms
- the style of offer your clients can expect
- how private equity firms assess value in businesses
- an overview of the taxation issues for private equity transactions including small business CGT for vendors, earn outs and ratchet clauses, employee share/option schemes, private equity exits.

Private equity deals

Author(s): Su-Ming Wong
Materials from this session:

Private equity: taxation implications

Author(s): Tony Fittler CTA

Details

  • Published On:3 Apr 2007
  • Took place at:The Grace Hotel, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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