Scalar’s Portfolio Valuation software allows users to immediately calculate the waterfall allocation for any potential exit equity value for any potential exit date. This Waterfall feature is available once a complete summary Cap Table and Fund Ownership has been entered in the software.
Additionally, all of the parameters used on the page are available as a permalink that can be sent to partners or other team members in the Scalar Portfolio Valuation software. These links will allow others to quickly see the same waterfall calculation. Additionally, an excel export can be downloaded that includes the same waterfall calculator based on a set of waterfall breakpoints that is calculated and exported as of the potential exit date.
Scalar Conclusion: Recent Transfer Pricing Controversy Disputes , Decisions, and Agreements Global Transfer Pricing Enforcement: Multinationals Face Heightened Scrutiny Across the globe, tax authorities are stepping up enforcement of transfer pricing and cross-border transactions, targeting royalties, cost-sharing arrangements, and intercompany...
Bristol-Myers Sets $160 Million Tax Reserve for Transfer Pricing Bristol-Myers Squibb Increases Tax Reserves Amid IRS Transfer Pricing Dispute Issue:Bristol-Myers Squibb (BMS) is contesting several IRS proposed adjustments related to transfer pricing and other tax matters for the 2008–2012 tax...
French International Tax Audits Brought in €5.2 Billion France Reports Major Spike in Recovered Taxes, Driven by Transfer Pricing Audits Issue:France’s tax authority (DGFiP) released new audit results showing a surge in recovered unpaid taxes, with transfer pricing and other...
IRS Settlement Indicates Continuation of M&A Carveout Fights Microsemi Cost-Sharing Case Settles, Leaving Key Platform Contribution Questions Unanswered Issue:The Microsemi v. Commissioner case was expected to clarify how taxpayers should determine platform contribution transaction (PCT) payments when newly acquired intangible...
3M Case Marks Pathway for Coca-Cola’s Transfer Pricing Victory Coca-Cola Sees Opportunity in 3M Transfer Pricing Win Coca-Cola is fighting an IRS transfer pricing adjustment that could total up to $18 billion in taxes and interest. The dispute focuses on...
Medtronic Seeks Panel Rehearing of Transfer Pricing Decision 1. Issue & What Was at Issue Issue:Medtronic is seeking a rehearing from the Eighth Circuit after the court sided with the IRS in a transfer pricing dispute regarding the valuation of...
