Buy-Sell and Transaction Tax Advisory

Buying, selling, or any other business reorganization transaction business is more than just a purchase price; it’s a significant financial transaction with a one-time opportunity to get it everything right. Because of this, relying on expert tax planning with experience across hundreds of transactions is essential to protect your interests and maximize after-tax benefits.

Comprehensive Buy-Sell Tax Advisory Services:

• Transaction Design: Exploration of transaction structures to optimize tax efficiency.

• Strategic Income and Tax Recognition Planning: Strategies to manage the timing and character of income recognition.

• Optimal Tax Elections: Guidance on making informed tax elections to minimize tax liabilities.

• Legal Document Review: In-depth analysis of buy-sell agreements to identify potential tax consequences.

These services will empower to negotiate from a position of strength and ensure maximum tax benefits are achieved.

Who can benefit from these services?

• Buyers and sellers with no current tax advisor,

• First time buyers and sellers with an inexperienced transaction tax advisor, or

• Private equity, venture capital, and angel groups looking to retain transaction tax expertise for multiple transactions.