Transaction Tax Advisory

Transaction Tax Advisory

Buying or selling a company could very well be the largest transaction of your lifetime.

This is exactly why it is always in your best interest to understand the tax implications of your transaction ahead of time-and specifically, to inform the way you structure your transaction. 

Every transaction carries inherent risks for both buyers and sellers. We assist buyers in identifying the federal, state, local, and international tax exposures of the target, as well as assessing the post-close tax positions and compliance footprint of the combined entity.  

Additionally, we provide sellers with insights into the tax implications of prospective offers, and potential risk areas, before their business is listed for sale. Leveraging our broad expertise, we craft strategies and structures to facilitate a favorable outcome. 

Tax Diligence Services

  • Assess target tax positions for federal, state, local and foreign tax exposure 

  • Conduct comprehensive due diligence on tax compliance footprint Ensure post-closing tax compliance 

Transaction Structuring Services

  • Provide expert tax structuring advice for mergers or acquisitions 

  • Model tax consequences of various transaction structures 

  • Craft tailored strategies to optimize the deal for favorable outcomes 

Putting Clients First: Tailored Solutions for Your Success 

Our Transactional Tax experts, boasting decades of experience, adeptly guide clients through the nuanced processes of mergers and acquisitions. Recognizing the distinct needs of our clients, we offer specialized services in Tax Diligence, meticulously uncovering potential risks and ensuring compliance.  

Additionally, our experts provide transaction structuring advice, modeling tax consequences and crafting tailored strategies. Understanding that effective structuring significantly impacts deal success, we prioritize your unique goals, ensuring that your transactions align precisely with your vision and objectives. Rejecting a one-size-fits-all approach, we customize our expertise to your specific needs, guaranteeing that your approach to transactions is as individual as your business itself. 

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