M&A Tax Strategy

Structure with intention.
Close with confidence.

Tax shouldn’t slow your deal down or chip away at the value you built. We bring clarity
and precision to mergers, acquisitions, divestitures, and restructurings.

From entity choice to purchase price allocation, our team blends technical depth
with real world deal experience and works closely with tax and assurance to keep things
moving.

Why It Matters

Poor tax planning can derail negotiations, delay closings, and create liabilities that surface after the deal is done. With the right structure in place early, you can preserve value, minimize surprises, and negotiate from a position of strength.

Whether you’re buying or selling, we help you understand the tax impact of your decisions before anything is signed. No guesswork, no last-minute rewrites, just smart, informed strategy from day one.

What We Do

Pre-transaction tax structuring and scenario modeling
Tax due diligence and exposure analysis
Entity selection and jurisdictional planning
Purchase price allocation and step-up planning
Section 1202, 338(h)(10), and other election analysis
Integration and post-close tax planning

Who We Work With

We advise business owners, CFOs, private equity firms, strategic acquirers, and legal teams throughout the transaction lifecycle. Whether you’re looking for a quick check or a full strategic roadmap, we bring in the right specialists—tax, assurance, and advisory—to make sure every angle is covered and nothing gets missed.