Any VPs/experienced associates in this group who have helped their clients market, and even monetize, tax basis step up’s on transaction? If so, how do you value the attributes (do you take a rough swig or use a tax advisor to create the model)?

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Houlihan has a team that does purchase price allocations and tax valuations. Talk with them. Careful with the step-up as it will require a taxable transaction so your client will need credits somewhere to offset it or you’ll most likely end up in the same place as a non-taxable sale

I mean, most transactions in the middle market will be taxable so don’t think much of a concern there.

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