Structured Partnerships

Katz&Co advises on and provides on-going services in the support of creating new business partnerships. and provides extensive financial services in their support.

The number of partnerships, alliances, and joint ventures has risen in recent years as organizations try to maintain a competitive advantage in a complex local and global marketplaces.

By sharing expertise, resources, and personnel, organizations that partner successfully are able to access new markets, spur innovation, and achieve superior financial. Properly formed structured partnerships provide extra benefits when used as an extended marketing platform or communication tool for principals, with more recognizable partners publicizing the causes of lesser known entities.

Recognizing the many benefits of collaboration, through structured partnerships more organizations are investing more resources in creating structured partnerships than ever before.

The potential for greater realized returns through partnership does not come without risk; recent studies have shown that partnerships have a modest 50% success rate. Many partnerships fail due to lack of organizational planning, insufficient leadership commitment, and few dedicated resources.

Structured Partnerships Services

Katz&Co will provide ongoing support and expertise in determining the value of proposed structured partnership, provide for the optimum financial and business structures, ensure all compliance and create a tax strategy to retain profits by both the principles and the partnership entity.

A structured approach to managing these risks is essential, given the large investment of time and resources required to manage partnerships.

With over three decades successful experience in helping its clients benefit from advantageously structured partnership  Katz&Co will provide expert full service in every stage of a structured partnerships life.

Katz&Co services in support of structured partnerships include:

  • In-depth analysis and consulting on the ramifications of partnership and how it will affect you or your business moving forward
  • Exploring with you what a partnership will mean on a personal basis
  • Valuation services
  • Review and creation of partnership contracts
  • Equitable structuring of partnership agreements
  • Tax consequences and planning
  • Non-compete agreements
  • Estate issues
  • Buy-sell agreements
  • Obligations of partners
  • Financial reporting among partners
  • Tax preparation
  • Dissolution of partnerships

Each industry has different considerations in successfully structuring a partnership. Katz&Co has a history of success in many areas including:

  • Real-estate partnerships
  • Medical practices
  • Retail business
  • International partnerships
  • Investments

Katz&Co will ensure you and your business structure favorable agreements and avoid exposure to hidden liabilities and taxation.

You can find out more about our services by following the links above of e-mail or phone us for more information or to set up a consultative meeting in our convenient Bethesda offices.