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Deal Tax Advisory Services

We've advised on 100+ Deals and counting. Here's how we do it:

Understand your Deal

Tax structuring starts with deal structuring. We learn the nuances of your potential transaction so we can align tax outcomes with business outcomes.

Understand your Objectives

Every acquisition strategy is unique beyond the closing table. Depending on your business, personal, and financial objectives, we identify unique tax opportunities that align with your own goals.

Deliver Tax Efficient Recommendations

Every tax engagements ends with meaningful recommendations that will impact your business cash flow for years to come. Go to the closing table knowing that your tax burden has been minimized.

Tax Structuring
Pays Dividends for Years to Come

An efficient tax strategy at the onset of your acquisition will enhance your cash flow for years to come.

Entity Structure

An entity structure that fits your business objectives is the most critical piece of an efficient tax plan. Our comprehensive tax analysis helps you identify the best set of entities to use to minimize tax liabilities.

Flow of Funds

Determining the most tax efficient way to compensate yourself, your investors, and distribute cash from the business is a huge saving opportunity. We also help you do this in a way that is compliant with IRS rules.

Compliance Planning

Acquiring a business adds lots of complexity to your tax filing requirements. We give you a full playbook of what you need to stay compliant with the IRS after closing.

Let's Talk Tax.

During our discovery call, we will discuss:

- The nuances of your deal & structure

- The scope required for your tax needs

- Timing, price, and logistics