Roundtable talks  - tAX & ENTITY ELECTIONS FOR MERGERS - an ems exclusive

Further Benefits of Aggregation

The savings and benefits created by aggregation from a merger aren't the only things to consider when merging entities. It's also important to remember that the elections you make for this new entity have an impact on cash flow, available revenue, and long-term growth. In this exclusive Roundtable Talk, FPT legal experts Rod Boutin, JD, and Ericka Langone, JD, answer common questions regarding:

  • Projecting cash flow long term
  • Entity election of the surviving enterprises and the tax implications
  • Discovering what you "don't know" about entity elections
  • FINRA and SEC compliance considerations when merging firms

EMS Members: Fill out the form to watch the full, unscripted discussion for a deeper dive into merging your business and how to build a lasting enterprise.

Not a member yet? Click here to learn more about the Equity Management System and its exclusive tools for helping you achieve your business goals.