Mergers & Acquisitions Tax Advisory Services

Our Mergers and Acquisitions (M&A) Tax Advisory Services are designed to support businesses through every phase of a transaction, ensuring tax efficiency and compliance. Whether you are looking to buy, sell, or restructure, we offer comprehensive guidance tailored to your unique needs.

Did you know that…

  • An asset sale (even a deemed one) by an S corporation may give rise to tax at both the corporate and individual levels (and there are ways to legitimately reduce that impact). This includes assets that were not even reflected on the seller’s books (e.g., goodwill).
  • Sales proceeds paid by a buyer into escrow may be immediately taxable to the seller unless certain criteria are met. In other words, even though the seller doesn’t receive the money until later, they may still owe tax on it when put into the escrow account. Fortunately, there are ways to mitigate this issue as long as it’s addressed in advance.
  • The allocation of the purchase price between different kinds of assets can have a major tax impact on both the seller and buyer.
  • Selling a business’ assets may result in an unexpected sales/use tax liability that often leaves the buyer and seller arguing about who is going to pay it. With proper planning, this liability may be able to be reduced or avoided.

These issues, and many more, are often overlooked by those selling their businesses and those who advise them.  And those oversights can be costly.  We can guide you and your advisors through the business sale (or purchase) tax minefield, and in a way that meets your objectives.

Team Work

Key Services Include

Due Diligence

We conduct thorough due diligence to identify potential tax liabilities and benefits, providing you with a clear picture of the financial implications of the transaction.

Tax Structuring

Our experts design tax-efficient structures for mergers, acquisitions, and divestitures, optimizing the transaction to optimize tax burdens and maximize value.

Valuation Services

Accurate and reliable valuation is crucial in M&A transactions. We can provide top-notch referrals who can provide in-depth analysis and valuation services to support your decision-making process.

Post-Merger Integration

After the deal is closed, we assist with the integration process, ensuring that tax compliance and reporting are seamless and efficient.

Tax Compliance and Reporting

We offer ongoing support to ensure that all tax obligations are met post-transaction, helping you navigate complex regulatory requirements.

Strategic Tax Planning

Our strategic planning services help you anticipate future tax implications, allowing for informed decisions that align with your long-term business goals.

Why Choose Us?

Asset Allocation Statement

Expertise:

We have extensive experience in M&A transactions.

Tailored Solutions

We understand that every transaction is unique, and we customize our services to meet your specific needs.

Proactive Approach

We identify potential tax issues early and provide strategic solutions to mitigate risks.

Comprehensive Support

From initial planning to post-merger integration, we are with you every step of the way.

Partner with us to navigate the complexities of M&A transactions with confidence and achieve optimal tax outcomes. Contact us today to learn more about our M&A Tax Advisory Services.