M&A Tax Due Diligence
Our team is able to scale for your needs for the deal. Our team has done more than 5,000 deals such that we know the areas of concern for each industry and target structure. Depending upon your needs, we can prepare a summary email based on issues we see from a single call, prepare a summary report based upon documents reviewed, or prepare a full report covering all issues with calculations of exposures that is sufficient for Reps and Warranties Insurance. We work with both buy side and sell side deals.
Comprehensive Due Diligence Coverage
Federal Tax Due Diligence
We review the tax structure, historic filings, and methods to evaluate potential issues that can create federal tax exposures.
State & Local Tax (SALT)
With over 30 years of state and local tax experience, we truly know state income tax, sales and use tax, property tax, employment tax, and unclaimed matters.
Advise on the Purchase Agreement
We work with you and your attorney to ensure that the purchase agreement provides proper indemnification for any exposures and considers issues related to remediation. We also advise our clients on any transfer taxes.
The Strategic Value of Professional Tax Review
Expert tax scrutiny is vital for lower middle market transactions, as nearly all deals involve hidden liabilities. We prioritize clarifying which risks require immediate action, delivering pragmatic guidance with a composed approach to maintain positive relations with all parties. We work with private equity, independent sponsors, investment bankers, and platform entities.