Learn more about
Transactions & Business Events
Participants will discover structural trends and planning considerations for both mature and emerging companies seeking an IPO via Up-C in a changing global landscape.
Host: Jennifer Chu, partner, Deloitte Tax LLP
Presenters: Sean Brennan, partner, Deloitte Tax LLP
Emily Matthews, partner, Deloitte & Touche LLP
1.0 Overview CPE credit | Taxes
Key takeaways:
Prepare your organization for an IPO, particularly when effectuated using an Up-C structure. The Up-C IPO is a common business structure for those currently operating in a partnership, specifically companies owned by a private equity sponsor. Explore how Up-C structures work, the impacts to pre-IPO owners, and important tax and accounting considerations for an IPO. We’ll discuss:
- Pre-IPO legal entity restructuring often undertaken by the company and its owners
- Potential benefits, applications, and tax considerations of Up-C structures
- Accounting impact on financial statements and registration disclosures
