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Private Equity Dealings

Published on 24 Oct 2007 | Took place at The Grace Hotel, Sydney , NSW

The Taxation Institute ran a session earlier this year on private equity where we covered the basics of what private equity is, and what tax issues might arise if you or your client was to sell their business to a private equity firm, or to have a private equity firm come on board as a shareholder. This session will cover the tax issues in more detail and focus on what may be on offer as part of a deal, what implications there are for vendor shareholders and the business, and what you might do to limit any tax problems.

Individual sessions

Private Equity Dealings

Author(s):  Matthew TURNER

This seminar paper covers what private equity is, and what tax issues might arise if you or your client was to sell their business to a private equity firm, or to have a private equity firm come on board as a shareholder.

Topics covered include:

  • Scrip offer to vendors;
  • Deferred consideration and earn out arrangements;
  • Funding arrangements (debt/equity); and
  • Management incentive arrangements.
Materials from this session: