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Middle Market Companies – Structure it correctly, but don’t worry about penalty protection

If the company is new or relatively small internationally, you might just want to find an advisor who can help you get the structure right ...

Middle Market Companies – Documentation alternatives – Database dump CPM

In our experience, middle market (and some large) companies sometimes put their documentation exercise out for bid.  Then, they choose the lowest bidder who almost ...

Middle Market Companies – Documentation alternatives – Selectively document transactions

The 80/20 rule almost always applies, i.e., 80% of the dollar amount at risk relates to 20% of the transactions.  In that case, the obvious ...

Middle Market Companies – Conclusion

Typically, today many middle market companies take a “Wait until they catch me.  Then, I’ll worry about this” approach to transfer pricing.  Depending on what ...

Choosing an Advisor – Part 2

This blog assumes that you’re looking for an advisor who can handle some, or all, of the challenges presented in the previous blog (except for ...

Choosing an Advisor – Part 3

Selecting an advisor to meet the needs of the prior blog is relatively straight-forward.  If you are hiring for the long-haul, then you need somebody ...