FR EA

Matter 1001-00006 — Ardent Capital Partners

2024 · 35 documents · M&A / Corporate · M. Sage

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Closing 4 files
DOC Analysis / memo closing-tax-memorandum.docx DOC Engagement letter firpta-certificate.docx DOC Engagement letter section-754-election-draft-form.docx DOC Contract / agreement tax-closing-certificate.docx
Earnout Treatment 3 files
DOC Other earnout-provisions-tax-review-comment-letter.docx DOC Analysis / memo earnout-tax-characterization-memorandum.docx DOC Analysis / memo open-closed-transaction-installment-method-memorandum.docx
Engagement & Administrative 4 files
DOC Engagement letter conflict-check-memorandum.docx DOC Engagement letter engagement-close-out-memorandum.docx DOC Engagement letter engagement-letter.docx DOC Engagement letter staffing-and-budget-memorandum.docx
Post-Closing 2 files
DOC Engagement letter engagement-summary-lessons-learned-memorandum.docx DOC Analysis / memo post-closing-tax-integration-memorandum.docx
Purchase Price Allocation & TRA 4 files
DOC Contract / agreement purchase-price-allocation-memorandum.docx DOC Engagement letter purchase-price-allocation-schedule.xlsx DOC Engagement letter tax-receivable-agreement-draft.docx DOC Contract / agreement tax-receivable-agreement-execution.docx
Rollover Equity 5 files
DOC Engagement letter llc-agreement-tax-provisions-draft-markup.docx DOC Analysis / memo profits-interest-unvested-equity-memorandum.docx DOC Analysis / memo rollover-equity-tax-memorandum.docx DOC Engagement letter section-83b-election-form.docx DOC Engagement letter section-83b-election-transmittal-letter.docx
State & Local Tax 3 files
DOC Engagement letter nonresident-withholding-computation-schedule.xlsx DOC Analysis / memo state-local-tax-memorandum.docx DOC Engagement letter state-tax-structuring-recommendations-letter.docx
Structure & Entity Selection 6 files
DOC Analysis / memo blocker-entity-analysis-memorandum.docx DOC Other certificate-of-formation-holdings-llc.docx DOC Other certificate-of-incorporation-intermediate-inc.docx DOC Filing / regulatory entity-formation-checklist.xlsx DOC Analysis / memo preliminary-tax-structure-memorandum.docx DOC Analysis / memo section-338h10-vs-754-analysis-memorandum.docx
Transaction Documents — Tax Sections 4 files
DOC Engagement letter irs-reporting-obligations-checklist.xlsx DOC Contract / agreement tax-indemnity-provisions-draft-markup.docx DOC Analysis / memo tax-opinion-letter.docx DOC Other tax-representations-covenants-draft-markup.docx

Chronology

2027-05-31 profits-interest-unvested-equity-memorandum.docx
2026-12-31 section-338h10-vs-754-analysis-memorandum.docx
2026-05-31 earnout-provisions-tax-review-comment-letter.docx
2026-05-31 earnout-tax-characterization-memorandum.docx
2026-05-31 open-closed-transaction-installment-method-memorandum.docx
2026-05-31 engagement-summary-lessons-learned-memorandum.docx
2026-05-31 purchase-price-allocation-memorandum.docx
2026-05-31 irs-reporting-obligations-checklist.xlsx
2025-12-31 state-tax-structuring-recommendations-letter.docx
2025-12-31 section-338h10-vs-754-analysis-memorandum.docx
2025-10-15 irs-reporting-obligations-checklist.xlsx
2025-09-15 closing-tax-memorandum.docx
2025-09-15 section-754-election-draft-form.docx
2025-09-15 post-closing-tax-integration-memorandum.docx
2025-09-15 irs-reporting-obligations-checklist.xlsx
2025-06-01 earnout-provisions-tax-review-comment-letter.docx
2025-06-01 earnout-tax-characterization-memorandum.docx
2025-06-01 open-closed-transaction-installment-method-memorandum.docx
2025-06-01 engagement-summary-lessons-learned-memorandum.docx
2025-06-01 irs-reporting-obligations-checklist.xlsx
2025-05-31 earnout-provisions-tax-review-comment-letter.docx
2025-05-31 earnout-tax-characterization-memorandum.docx
2025-05-31 open-closed-transaction-installment-method-memorandum.docx
2025-05-31 engagement-summary-lessons-learned-memorandum.docx