Allocating the Purchase Price of a Business

                Don’t take the allocation of purchase price for granted!  Don’t make the common mistake of thinking that you can set the allocation after the offer has been signed both ways.  Dealing with it up front will eliminate the need to battle with a potent deal-killer Dragon after the fact.  It will play a key role in successfully getting to the closing table.  It is not always easy to precisely value business assets; you may need to bring in a professional appraiser for real estate, or some other assets.

               We invite you to come and listen to a seasoned expert in dealing with the many tax and legal issues surrounding this important topic.  Donald Coblentz is a corporate and transaction attorney with many years of hands-on experience representing both buyers and sellers in the purchase and sale of main street and middle market businesses.  His presentation is intended to provide a primer to some, a reminder to others, and a useful summary to all, regarding the significance that the allocation of values can play in an asset purchase of a business.  A summary review of the tax treatment accorded to the different categories of assets can serve as a strategic reminder to brokers and intermediaries, working on the frontline of “the battle of the deal,” as to the importance of this issue to a client’s bottom line.  It will hopefully give you new insight into ways of dealing with and successfully resolving the contrary interests of buyers and sellers, as well as bring you up to date regarding the ever changing legal and tax requirements surrounding this vital topic.