Strategic Tax Services

Our Tax Group will help you understand and minimize the tax implications of a transaction. With an extensive background in mergers and acquisitions, they leverage their expertise in two key areas: development of an effective structure for the transaction and overall due diligence for all tax areas.

Structuring

Astute and proactive tax planning is critical to a transaction’s success. We assist in developing a structure that: reduces transaction tax costs, provides an efficient tax structure for the business following the transaction, and facilitates a tax-efficient exit of the business. We review and plan for maximum utilization of all available business attributes to realize their maximum value.

We analyze and support all types of business transactions: mergers, acquisitions, joint ventures, equity investments, divestitures, and going private. We help you:

• determine whether the transaction should be structured as a taxable or tax-free transaction, or as an asset or stock deal.
• work with your legal and other advisors to accurately reflect your deal in the legal documents, identifying points that should be addressed in the negotiation process and considerations for post-transaction assimilation.
• determine the allocation of the purchase price to the tax basis of assets required.

Tax Due Diligence

Our transaction specialists perform a thorough and detailed due diligence to give you confidence that a deal should close. Our Tax professionals add the necessary specialized expertise. Depending on the nature of the transaction and the scope of our engagement, our financial due diligence typically includes a review of all areas of taxation, including income, payroll, property and sales and use taxes. The objective is to uncover possible compliance issues, especially those that could result in successor liabilities. We also review any tax-related assets or liabilities on the balance sheet of the target company.

Other M&A tax services

In addition, we can provide post-acquisition services such as designing tax efficient executive compensation plans as well as ongoing tax compliance and planning services. For additional M&A tax service detail, visit our Tax Group.