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1042 Rollover in Co-op Transition of Select Machine

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| January 29, 2010
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Grid Insight

1042 Rollover in Co-op Transition of Select Machine

Quick Summary

The case of Select Machine shows that selling the business to a worker co-op with a 1042 rollover lets owners defer capital gains taxes & get a good price. This works for small businesses willing to sell gradually & comfortable with employee ownership and governance control.

#1042 rollover
#Worker Co-op

Who Benefits From This Most

Understanding a practical application of 1042 rollover and how associated tax benefits can help an owner generate higher proceeds

Level
Intermediate
Category
Case Study
EO Story

Report

The 1042 roll-over cooperative in practice: A case study of how Select Machine became a co-op

Detailed Summary

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