NBI Seminar

BHBM Attorneys Jason Alley and Matt Miller spoke at a National Business Institute (NBI) seminar on October 31st entitled “Helping Your Client Buy or Sell a Small-to-Medium Sized Business”. Jason presented on your client’s options for financing the deal, while Matt spoke on tax saving strategies during acquisitions. 

KNOW YOUR CLIENT’S OPTIONS FOR FINANCING THE DEAL
Jason J. Alley

• Sources of Financing
• Seller Financing Do’s and Don’ts
• The “Ins and Outs” of Asset-Based Lending
• Working With the SBA and Other Nonprofit Sources
• Venture Capital and Other Alternative Financing Methods
• UCC Issues

TAX SAVINGS STRATEGIES DURING ACQUISITIONS
Matthew P. Miller

• Allocation of Purchase Price
• Use of Consulting Agreements
• Personal Goodwill and Entity Level Goodwill
• Tax-Free Reorganizations
• Deductibility of Acquisition Expenses
• Preserving Tax Characterization on Audit