Selling a Business? 

Join us for a 4 part series to learn how to minimize the tax bite in Mergers and Acquisition (M&A)

How to Sell a Business: M&A 101 - Thursday, April 16, 2026 @ 9:00 AM PST

Come join us for a presentation regarding structuring your transaction to keep Uncle Sam at bay.  

  • Tax cost of selling stock versus selling assets, the two main deal structures;
  • How these options impact C-Corporations, S-Corporations and their owners;
  • Opportunities to reduce taxes and accommodate any buyer's desired deal structure;
  • And more...

 

How to Sell a Business: M&A 201 - Thursday, April 30, 2026 @ 9:00 AM PST 

Continue the discussion on saving taxes when you sell (or buy) a business.  

  • Why allocating the sales price to certain assets really matters;
  • Why and how to convert a stock sale into an asset sale;
  • How you may be able to pay zero tax on your sale;
  • And more...

 

How to Sell a Business: M&A 301 - Thursday, May 14, 2026 @ 9:00 AM PST

Continuing the discussion on issues that affect the sale (or purchase) of your business and what you can do to minimize your final tax cost. 

  • Pros & cons of structuring an earnout;
  • How installment sales work and their risks;
  • Transition instruments like noncompete or consulting agreements;
  • And more...

 

How to Sell a Business: M&A 401 - Thursday, May 28, 2026 @ 9:00 AM PST

Further discussion of key elements to every transaction. 

  • Cashless / debtless deal structures and their implications;
  • How working capital targets impact your transaction;
  • Debt assumption pitfalls and opportunities;
  • Estate tax considerations and strategic benefits of ownership transfers

Join us for any, or all, of these informative webinars! 

Details will be e-mailed to the address given on the Registration Form within 30 minutes.  If e-mail is not received, please check your spam folder and if still not available, please contact us.

Each webinar is designed to be 45-60 minutes long.  Participation and questions are encouraged. 

These are a purely educational event with no sales pitch. 

 

Hope you can join us!

Presenter:

 

Rex Ours, CPA

Partner, Milam, Knecht & Warner, LLP

Specializing in management consulting services, development of internal accounting systems and merger and acquisition support, Rex has also been involved in business valuations in various industries. He has developed expertise in the process of raising capital, having participated in private and public offerings of stock.  

 

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