OPPORTUNITY ZONE DEAL - ADVICE AND STRUCTURING CONSIDERATIONS

Has anyone on this forum purchased an operating business located in an opportunity zone and structured the deal to take advantage of the OZ tax laws? I'm currently looking at a company in an OZ and would like to speak to searchers who have done this before.

Questions:

  • - How to deal with the OZ substantial improvement requirements
  • - Did the OZ tax benefits (e.g. 0% capital gains on sale and deferral/reduction of existing cap gains) help you raise money (in self-funded searcher scenario).
    - Structuring considerations, e.g. pass-through entity vs. C-Corp.
    - etc.


share: