M&A Tax Planning

Whether you’re buying or selling a business, you deserve to enjoy the benefits of your transaction. We’ll help isolate risk and maximize return so both parties leave the deal satisfied.

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M&A Tax Planning
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Everything you need to avoid risk and deliver results

Services our M&A tax leaders provide include:

  • Buy-side and sell-side tax due diligence
  • Buy-side and sell-side tax structuring and modeling
  • Reorganization and workout
  • NOL and attribute analysis (Section 382; SRLY)
  • Workout and debt analysis; debt versus equity; 163(j); OID; COD income
  • Section 280G analysis
  • E&P and basis studies

Our promise to you

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Confidence for every step

M&A deals are complex and require careful planning throughout. We’re here to guide you through every stage.

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Risk managed, opportunity revealed

Tax liability is the silent killer in M&A. But opportunities can be hidden as well. We’ll uncover both so you’re informed and prepared.

Post-deal support

M&A tax exposure doesn’t end when the deal is signed. We’re with you all the way to protect the value of your transaction.

Related Solutions

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Enterprise Business Tax

Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.

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State and Local Tax

With varying regulations in every market, reduce exposure and maximize your opportunities to save.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.

Tax leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Success strategies for turbulent times

Strategic guidance and technical accounting insight focused on helping cannabis operators and investors navigate the new realities of the mergers and acquisition market.

Cannabis M&A Field Guide

Learn more
cannabis-ma-field-guide

Your Goals are our Passion

Share your goals with us and we’ll help you achieve them.