Rolling Deal Fees on a tax (free) efficient basis - independent sponsor

by a searcher from University of Pennsylvania - The Wharton School

4 years ago

Hello Community. I am seeking guidance on how to "roll" deal fees into an acquisition on a tax free/efficient/delayed basis. e.g. 
Purchase Price: $10M 
Deal Fee: 3% = $300,000 rolled into company equity

Does anyone have any experience or direction they can provide on how this deal fee can be structured so as avoid paying taxes at close and defer them until an exit/refinance?

Thank you!
Jason

9 likes
171 views
4 comments

searcher from Babson College

Jason, did you end up finding a way to do this? I'm looking at the same situation for a deal I'm working on right now

1 month ago | like reply | 0 likes

investor from Dartmouth College - Tuck School of Business at Dartmouth

Happy to chat on our experience in this domain. --@----.com

4 years ago | like reply | 0 likes

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