Join Neal Isaacs, the Raleigh business broker and small business transaction specialist, as he delves into the complexities of asset allocation in business transactions.
This episode covers an actual deal example where a purchase price of $475,000 is allocated across various categories including tangible assets, restrictive covenants, and goodwill.
Neal explains the implications for both buyers and sellers, particularly in terms of taxes and depreciation, and emphasizes the importance of proper documentation and agreement to avoid potential issues with the IRS.
Whether you're a business owner, buyer, or advisor, this video provides essential insights into navigating asset allocation effectively.
00:00 Introduction to Business Transactions
00:25 Understanding Asset Allocation
02:32 Tax Implications of Asset Allocation
04:54 Filing Taxes with Asset Allocation
06:12 Best Practices and Conclusion
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Got questions? Drop them in the comments below. Or, reach out to me by email or phone for confidential questions.
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Call Neal at (919) 628-0571
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Neal Isaacs is a former shark diver turned serial entrepreneur and business broker in Raleigh, NC. He offers seller representation for privately held businesses. His brand has sold more businesses in the world than anyone, and he believes in always providing value first. Call Neal if want to sell your business, get a valuation of your business, or just learn the process of selling a business. Neal will share his time with you whether you're a buyer, a seller, or another business broker who wants to bounce some ideas off him.
He is well-connected in the NC Triangle market and has owned, operated, and sold his business. He is a Certified Business Intermediary (CBI), a Certified Mergers & Acquisitions Professional, (CM&AP) a licensed North Carolina real estate broker, and has an MBA in Business Administration.
Learn more about Neal at / nealisaacs
Or give Neal a confidential call: 919-628-0571
Email: neal@vrbiztriangle.com