The Role of Tax Planning in M&A: Understanding QSBS
Why Qualified Small Business Stock (QSBS) Deserves a Seat at the Deal Table
Joe Hellman, CPA
:
May 13, 2024
Sam Van Hon, CFO of PACK Private Capital, joined the Transaction Abstract podcast to discuss his experiences and lessons learned through the buy-side transaction process.
Van Hon describes PACK Private Capital as a multi-family office with 16 partners and an “evergreen model” (holding acquisitions in perpetuity to grow and deliver shareholder value) that maintains a large focus in the construction industry. He discusses his organizations approach to identifying targets, process takeaways, and expectations while engaging in a buy-side transaction process.
LISTEN TO THE PODCAST:
If you have questions about the buy or sell-side transaction process, contact a Redpath and Company advisor here.
Why Qualified Small Business Stock (QSBS) Deserves a Seat at the Deal Table
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