CPDStore Ireland

This webinar will discuss the dilemmas, challenges and new strategies available in preparing a private business for sale; knowing if, when and how to involve the next generation in a tax efficient manner when a sale could be imminent and flexibility is important; anticipating tax based deal breakers in advance; setting the business up for a tax efficient sale and balancing tax efficient access to proceeds against maximising them.   

David Keary will cover the following topics during this webinar:

• The sale or succeed dilemma, the costs of doing nothing versus succession planning at the wrong time and in the wrong way when a sale offer 
• Highlighting strategies available to implement a tax efficient pre-sale plan while still giving flexibility to change course in the future.
• Pre-empting tax based deal issues that can be commercial deal breakers
• Navigating CGT Participation Exemption and some of its unusual anomalies both good and bad.
• Understanding that maximising tax-free sales proceeds on exit has to be balanced with tax efficient personal access to funds.  

By attending this session you will have a better appreciation of how to help owners who are unsure of the future of their business and their family's involvement with it. You will understand what are the common tax based issues that can commercially impact deal completion and you will understand the importance of a tax efficient exit that includes personal access to funds.

This session will be of particular interest to business owners; auditors; legal and tax advisors; wealth management advisors.

Course Level: Advanced