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A fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build the business. Co-owners who also work in the business or perhaps children who work in the business. Planning a sale to insiders is not without risk including issues like "are the insiders willing AND capable?" or tax and legal considerations. We have learned that owners often assume that a transfer to insiders would be much easier to make happen than a sale to a third party… And that couldn’t be further from the truth as there are many potential pitfalls to plan for such as what we’re going to discuss today… Today’s topic is the Legal and Tax Considerations When Structuring an Insider Sale And our guest today is Mark Schweighofer, Tax Attorney at the law firm Stein Sperling in Rockville MD Mark has extensive experience with international tax matters and assists both domestic and foreign clients in structuring their affairs with sensitivity to U.S. income tax considerations. He represents clients before the Internal Revenue Service on complex tax controversy issues in myriad areas, including partnership and corporate income tax examinations, employment taxes and personal income tax matters. Mark especially enjoys working with clients transitioning their businesses. He is a frequent speaker on issues surrounding the selling and monetizing of such assets
