TAX DUE DILIGENCE
Click to learn how our expert tax due diligence services safeguard your financial interests from the buy-side and the sell-side.
Acquisition strategy & tax assessment
Due diligence & transaction support
Post close support
Scenerio planning & modeling
Transaction support
Reporting and deal finalization
Buy-Side
Sell-Side
A not-for-profit higher ed institution benefitted from our support ensuring that the income generated by an acquired company would not be subject to income tax or Unrelated Business Tax (UBT) after the transaction closed.
Income shielded from unrelated tax
Through expert guidance our team identified the optimal tax structure for the acquisition of a professional services firm, signifcantly enhancing the deal's value.
Acquisition value boosted by tax benefits
Our team approach delivered comprehensive tax due diligence and structuring for a private equity firm's acquisition of an industrial manufacturing company.
Legacy shareholders leverage tax deferred equity rollover
Our sell-side tax support to an agricultural distributer enabled shareholders to take advantage of IRC ยง1202 benefits and implement goodwill planning strategies.
Crucial information saves $1 million
INNOVATIVE TAX STRATEGIES WITH PROVEN RESULTS
