Guidance Through Every Stage of the Transaction
Buying or selling a business is a significant transaction with lasting legal, financial, and tax consequences. The structure selected at the beginning of the process can affect liability exposure, purchase-price allocation, future deductions, and the amount ultimately retained by the seller.
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Dobson Tax Law works with buyers, sellers, accountants, financial advisors, and other professionals to evaluate proposed transactions, identify potential risks, and develop a structure aligned with the client’s objectives. The Firm provides guidance throughout the transaction and coordinates with other advisors when specialized assistance is required.
Business Purchase, Sale & Transfer Services May Include
• Transaction structure and planning
• Asset purchase and equity purchase analysis
• Legal and tax due diligence
• Letters of intent and preliminary transaction documents
• Purchase and sale agreements
• Purchase-price allocation
• Tax consequences to buyers and sellers
• Entity formation and restructuring before closing
• Ownership transfers and transition planning
• Seller financing and installment-sale considerations
• Coordination with accountants, valuation professionals, lenders, and financial advisors
• Post-closing compliance and implementation
• Gifts and transfers of business interest
• Family business succession planning
• Transfers to trusts, family members, and key employees
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Gifting or Transferring a Business Interest
Business owners may choose to transfer ownership interests to children, family members, key employees, trusts, or other beneficiaries as part of a succession or estate plan. These transfers require careful consideration of valuation, gift and estate tax consequences, income tax basis, existing ownership agreements, governance rights, and the owner’s continued involvement in the business.
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Dobson Tax Law assists clients with evaluating and structuring lifetime gifts and other ownership transfers and coordinates with valuation professionals, accountants, estate planning professionals, and financial advisors when appropriate.
A Coordinated Approach
Every transaction is different. Representation may begin with a focused review of a proposed deal or extend through due diligence, document preparation, negotiations, closing, and post-closing implementation.
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Dobson Tax Law takes a coordinated approach, working with the client’s existing advisors and engaging other professionals when appropriate. The objective is to help the client understand the transaction, evaluate the available options, and move forward with greater clarity.
Considering Buying or Selling a Business
Early legal and tax guidance can materially affect how a business purchase or sale is structured, negotiated, and ultimately taxed. Contact the Firm to provide information about the proposed transaction and determine the appropriate next steps.
THE FIRM'S APPROACH
Early Analysis. Strategic Execution.
Effective representation begins with understanding the proposed transaction, the parties’ objectives, the ownership structure, and the anticipated financial and tax consequences. Dobson Tax Law evaluates these considerations early so that potential concerns can be addressed before the principal terms become binding.
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The Firm works collaboratively with accountants, valuation professionals, lenders, financial advisors, and other counsel as appropriate. This coordinated process helps ensure that the transaction documents, legal structure, and tax treatment support the client’s objectives through closing and post-closing implementation.