Every business transaction functions differently, and there are unique considerations to take when dealing with an asset heavy business. In this episode of Dealmaking with Laura DiFrancesco, Laura shares her advice to guarantee a suitable and efficient transfer of assets during a business transaction. Firstly, it’s important to consider the current valuation and performance of assets to define which ones are worth adopting. If there are inconsistencies in valuation, Laura offers multiple methods towards reaching a compromise, such as hiring independent contractors. She also highlights the differences between asset purchases and stock purchases, as they can serve different purposes when transferring assets. Above all, she stresses the importance of collaboration with the lender, and beginning these processes as soon as possible!
What You’ll Learn
Defining Relevant Assets
// When deciding which assets should be transferred, it is important to consider performance, depreciation, valuation, and replacement cost of the assets.
Negotiating Valuation Discrepancies
// As a buyer, you want to make sure that your valuation process aligns to that of the lender. There are multiple methods to appraising assets in order to reach an agreement between both parties.
Transferring Assets
// It’s important to consider whether it is more convenient to transfer assets as an asset purchase or stock purchase.
Episode Highlights:
[00:00] Introduction to Dealmaking with Laura DiFrancesco
[01:26] Book preview
[02:38] Defining Relevant Assets
[07:30] Tax Laws for Purchasing Assets
[11:14] Dean Street Law
[12:13] Negotiating Valuation Discrepancies
[18:12] Challenges in Transferring Assets
[19:49] Outro
Resources Mentioned
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Credits
Host // Laura DiFrancesco
Executive Producer // Teagan Rowland
Editor // Jules Bernardo
Associate Producer // Jules Bernardo
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