Published on 22 Oct 13
by QUEENSLAND DIVISION, THE TAX INSTITUTE
Selling a business involves getting one’s house in order – but it is also much more than that! There are lots of commercial matters that will need attention, but tax needs a clear focus. This paper covers:
- surviving tax due diligence
- what pre-sale transactions or restructures are necessary to be able to sell what is on offer?
- managing tax compliance & risks associated with distributions, buybacks, demergers, entity exits & the like
- managing the exit of management, employees & minority shareholders.
Troy Morgan, CTA, is a Partner with Deloitte Private in Brisbane. Troy advises a wide range of clients on various tax and commercial matters including business structuring, restructuring, inbound and outbound investment, tax-effective financing and small business CGT concessions. Prior to joining Deloitte in 2012, Troy undertook a similar role with PwC Private clients for four years and before that worked as a CFO for a funds management and structured property finance group.
- Current at
24 November 2014