If the closing date is approaching on the purchase/sale of your or your client's company and you still don't have a plan for transitioning employee benefits, the result can be a train wreck. The seller can end up with liabilities they didn't ...
[Read more] about M&A Benefits – How to Avoid an Employee Benefits Train Wreck in Your Next Deal
Mergers & Acquisitions Blog
Employee Benefits Plans In Mergers And Acquisitions
When businesses are bought, sold, merged, or reorganized into or out of existence, qualified retirement plans must be dealt with. This article provides an overview of some of the most common decisions faced by both buyers and sellers, acquirers and ...
[Read more] about Employee Benefits Plans In Mergers And Acquisitions
Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed
Thankfully, mergers and acquisitions continue at a good pace even in this impacted economy. We do still see buyers and sellers that struggle with employee benefit due diligence issues though. Deal counsel often gets calls from their clients – ...
[Read more] about Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed
M&A Transactions: Benefits Due Diligence
Buyer's counsel brought us in on a stock sale transaction last year to handle the M&A due diligence on the seller's employee benefits. In discussing the scope of our work with seller's counsel and in-house attorneys, we laid out the options in a ...
[Read more] about M&A Transactions: Benefits Due Diligence
M&A Employee Benefits Due Diligence: An Efficient Approach
Employee benefits due diligence during a transaction can protect buyers from unpleasant surprises post-closing and give sellers a negotiating edge by ensuring that their benefits plans have a clean bill of health. It provides confidence to both sides ...
[Read more] about M&A Employee Benefits Due Diligence: An Efficient Approach
M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions
As part of M&A due diligence we review for plan eligibility errors, one of the IRS's noted top 10 most common retirement plan errors submitted to its Voluntary Correction Program. According to the IRS, this mistake most often surfaces as a result ...
[Read more] about M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions