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Using F Reorganizations in M & A Transactions
Original Program Date :
Length: 54:01
When preparing for an acquisition, business owners often discover that their current entity structure creates tax or legal roadblocks. An F Reorganization can provide a clean “fresh start” entity - without losing the history, contracts, and tax attributes of the old one. For sellers, it’s a powerful way to maximize tax efficiency and deal flexibility. For buyers, it can be a useful carrot to gain access to deals that may otherwise be inaccessible
Josh Lowenthal is a business and tax attorney based in Tuscaloosa, Alabama, who helps entrepreneurs, small business owners, and acquisition entrepreneurs. Drawing on experience in complex mergers and acquisitions, tax structuring, and business law, Josh advises clients through every stage of growth, from formation and capital structuring to due diligence, negotiations, and strategic exits. He is known for translating highly technical frameworks like QSBS eligibility, 338(h)(10) elections, and partnership allocations into practical strategies that create long-term value. As both a trusted advisor and a business owner himself, Josh integrates legal precision with entrepreneurial vision, providing his clients not just with transactional support but with a roadmap to sustainable wealth and legacy creation.
