Course Details

The sale of a business/company can be the realisation of many years of hard work and can be a vital turning point in a client’s financial plan. However, this “last lap” can be a difficult and often an emotionally strenuous process. With the right guidance and a clear understanding of what is required at the various stages of the process, it can be navigated to produce the most beneficial outcome for our clients. 

 

Kate Prendiville will cover the following topics during this presentation: 

  • Pre-sale structuring 
  • Due diligence 
  • Deal financing 
  • Post sale payments 
  • Transaction documents

 

By attending this session, you will be able to communicate to your client what they should expect when selling their business.  The session will break down the sales process in a logical manner, with insight into the common mistakes that can be made along the way.

 

This session will be of particular interest to professional advisors. 

 

Course Level: Intermediate


CPD Course Speaker

Azets

Kate Prendiville

A Partner in Azets Ireland’s tax department, Kate is a tax professional with extensive experience working with private clients, domestic and international companies, and regulated investment funds. Kate provides tax planning for high-net-worth individuals and privately owned companies; including tax structuring for acquisitions, disposals, reorganisations and Management Buy Outs (MBOs) transactions. Having been involved in a wide range of large corporate transactions and with a legal background, Kate is uniquely positioned to provide tax advice to vendors or purchasers in relation to the key documents linked to share or asset acquisitions or disposals, including: • Business transfer agreements; • Share purchase agreements; • Tax warranties and indemnities; and • Tax deeds. Kate has Big 4 experience in the areas of establishing regulated investment vehicles, cross border structured finance transactions, securitisation (including aviation) structures, tax planning around the impact of OCED, EU and other international developments.