Tax Transaction Advisory Services

Highly Experienced Professionals to Maximize Benefits in your M&A transaction.

Our team brings extensive experience in all tax issues surrounding structuring alternatives and due diligence to build a solid foundation for your acquisition or maximize the after-tax return to you during a sale transaction.

Expertise Recognized by Public and Private Companies of all types and sizes.

Who We Serve:

Private Companies

Private Equity

Public Companies

Our Tax Merger and Acquisition Services

Our high-quality tax consulting services coupled with our extensive acquisition/divestiture planning makes us one of the most sought-after CPA firms for mergers and acquisitions. We take pride in delivering a full suite of tax resources to our clients, including:

Transaction tax structuring and modeling
Tax Due diligence and review
Tax benefit and after-tax forecasting
Maximization of benefits through Purchase Price Allocation

Tax Modeling

We help clients make important decisions using financial modeling and analytics.

For buyers, we work to analyze alternative tax structures to maximize tax benefits associated with transactions, including step up of assets to maximize cash flow.
For Sellers, we conduct cash flow analysis and computation of after-tax proceeds of alternative structures.

Evaluation & Strategies

When buying, selling, or obtaining capital for your business, we help evaluate every option and measure alternative tax outcomes. This includes post purchase or sale integration and the strategic nature of the structure on cash flow and long-term tax savings. Additional options include:

1202 Application
Asset Sale vs. Equity Sale and section 338 elections
Allocations of Purchase Price
Tax Efficient Equity Rollovers
Tax Transaction Cost Analysis

LEARN ABOUT COST SEGREGATION

Due Diligence

When buying a business, you need to understand the target's tax posture and exposures for all taxes including state franchise/sales/income taxes. We work with you and potential buyers to quantify tax attributes and explain to buyers the tax positive of the business to maximize sales price.