Buy and Build

Ep 48: Tax Efficient Strategies for M&A and Employee Incentive Schemes with Sarah Gardner [Founder: Allegro Tax]

Sep 5, 2022

50:49

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Episode notes

Introduction

3min

Alagro Tech's: How It Works With Other Professionals

2min

The Pros and Cons of Using an SPV to Buy a Target Company

2min

The Pros and Cons of Having a Holding Company

2min

The Benefits of Having an SPV in Between Acquisitions

5min

The Tax Benefits of Owning a Small Business

2min

The Dynamics of Goodwill in Acquisitions

2min

How to Deduct Tax on Goodwill Assets

2min

Tax Efficient Ways to Raise Equity

3min

10.

How to Calculate Capital Gains Tax

3min

11.

The Benefits of EIS and CDIS for Acquisitions

2min

12.

How to Raise Equity and Acquire a Business

2min

13.

The Tax Reliefs of Mixing, Trading and Investment Companies

2min

14.

How to Incentivize Management to Buy a Business

5min

15.

The Psychology of EMI Schemes

1min

16.

How to Set a Higher Exercise Price

2min

17.

The Advantages and Disadvantages of an EMI Company

3min

18.

The Most Tax Efficient Way to Draw Money From Your Business

2min

19.

How to Use Management Fees to Pay Your Minimum Wage

2min

20.

The Disadvantages of Taking Dividends From a Company

2min

21.

How to Choose the Right Share Purchase Agreement for You

3min

This week, we speak with Sarah Gardner, Founder and Managing Director of Allegro Tax - a specialist tax advisory firm.

In this Episode, Sarah begins by discussing the advantages and disadvantages of buying a target company through an SPV as opposed to doing so personally, how to benefit from entrepreneurs' relief, the tax efficient options available for incentivising employees, tactics for minimizing capital gains tax when acquiring a business and much more. Enjoy the episode!