There are numerous issues to consider, and we advise company owners to secure legal and accounting guidance with tax-related issues.  In addition to providing referrals, we prefer to work alongside our clients' advisors as part of a team dedicated to serving our clients' best interests.

 

From the owner's perspective, the process of selling a company is more of a financial transaction than a legal transaction, though certainly there are important legal aspects and processes that must be followed.

 

This page will serve as a "reading room," offering relevant articles from selected contributors.  It will continue to expand to build its usefulness as a resource for sellers and their professional advisors.

Issues to Consider When Merging Two S Corporations or Other Closely-Held Entities Part 1:  http://www.taxprophet.com/hot_topic/january03.shtml

Part 2: http://www.taxprophet.com/hot_topic/feb03.shtml

 

Comparing S corporations with LLCs: http://www.taxprophet.com/newsletters/0610spnl.html

 

The basics of Asset Protection: http://www.taxprophet.com/newsletters/0401nl.html

 

The basics of estate taxation: http://www.taxprophet.com/newsletters/0408nl.html