3 ms·

I always thought these deals were typically done as stock swaps so it doesn't affect your capital gains?

• beagle3 15y ago
  Only if done in very specific way (google "triangular merger", there are several variations). This deal wasn't, and I wasn't in the driver seat to make it that way.
  • dpe82 15y ago
    That's what I thought. How do they offer cash in that type of deal? As a fixed price purchase agreement that hits after the holding period? (I'm still learning how all of this works..)
    • beagle3 15y ago
      No, there can be a cash at the beginning, no larger than 20% or 50% of the deal (depending on whether it is reverse or forward merger. Get a tax specialist if these details matter to you and you are in the driver seat)
      • dpe82 15y ago
        With any luck perhaps some day I'll be in the driver's seat. For now I'm just taking advantage of whenever I see an opportunity to pick up some knowledge. :)