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muamadove · 2022年05月16日

策略2和3可以解释下区别吗

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NO.PZ202109080300000402

问题如下:

With most of Omo’s personal net worth tied up in his software company, he is asset rich but cash poor. Jing suggests three possible strategies that Omo could use to generate liquidity from the software company:

Strategy 1: Personal loan secured by Omo’s company’s shares without a put arrangement

Strategy 2: Leveraged recapitalization

Strategy 3: Leveraged ESOP (employee stock ownership plan)

Omo tells Jing that his goals are to avoid an immediate taxable event for him or his company and to maintain his ownership and control of his company.

11 Determine the most appropriate strategy that can generate liquidity and accomplish Omo’s goals. Justify your response.


解释:


策略2和3可以解释下区别吗

1 个答案

王暄_品职助教 · 2022年05月16日

Leverage recap是把一部分股权卖给PE,这样owner就是cashout出来;然后PE再去借债,融资等。

Leverage ESOP:把手上的钱,卖给自己的养老金(相当于拿养老金的钱去买了自己的股票);然后如果养老金钱不够,养老金就借钱去买股票就好了。

谢朝木 · 2023年05月13日

那为啥卖给养老金不会触发纳税呢?

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