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Preparing a business for sale – Getting it right and when to start presentation
Published on 19 May 22 by NATIONAL DIVISION, THE TAX INSTITUTE
With the growth of the private equity players and the consolidation of certain industries, private businesses need to properly plan not only for growth but also for the potential that they will be acquired.
This presentation goes through the process of:
- Being ready for sale
- The relevant timelines
- Potential tax considerations to be given
- Relevant non-tax factors that need to be tidied up beforehand
To the extent there are significant tech plays involved, additional issues may arise.
Author profiles
Nima Karimian
Nima is an Account Director in Deloitte’s Private Tax practice with over eight years of experience providing Australian taxation services to private companies, high net wealth individuals and families as well as large multinational groups and corporates. During this time, Nima has had a particular focus on assisting clients through the transaction process (including IPOs, restructures and major acquisitions) but also in navigating tax controversy matters such as ATO audits. Nima’s clients operate in a broad range of areas such as consumer and industrial products, construction and property development, real estate, private equity as well as professional services. - Current at 16 June 2022Spyros Kotsopoulos CTA
Spyros is a Tax Advisory Partner at Deloitte in Sydney with over 25 years experience. Spyros advises clients ranging from high wealth family groups, large corporate groups and private equity, and is mindful of the specific needs of the commercial interests of each of these stakeholders when providing tax advice. The emphasis of Spyros’ advisory work is on tax structuring, M&A transaction services (including pre-IPO restructures, tax due diligence and review of tax indemnities and warranties), strategic tax planning and tax controversy/audit. Spyros has advised clients involved in financial services, funds management, property and construction, and professional services.
- Current at
16 June 2022
This was presented at NSW Tax Forum .
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