Buy-Side Tax Due
Diligence Services

Acquisition Tax Advisors provides Deal Relevant Tax Diligence with our dedicated Federal and State M&A Tax Professionals to ensure issues are properly analyzed. Our Non-leveraged tax professional model results in our experts involved in every step of the diligence to spot the issues, but with a commercial approach that looks for ways to mitigate issues with the purpose of getting a deal done. We also scale our diligence to what you want for the deal with an eye to industry issues.

Types of Deals

Buy-Side Tax Due Diligence

•Scalable scope tax due diligence for both financial & strategic buyers

•ATA’s leadership has advised on thousands transactions, both domestic & cross border

•Tax basis step up analysis

•Exposure remediation analysis & assistance

•Transaction modeling

•Transaction step-plans

Carve Out Due Diligence

•Ascertaining whether pre-sale structuring is necessary

•Full state tax diligence covering state income ta/non-resident withholding tax, sales and use tax, property tax, employment tax, and unclaimed property

•Sales & use tax on transfer determinations

•Real property transfer tax determinations

•Estimating post carve out effective rate

The following is our standard fees for Buy-Side Tax Due Diligence for standard single operating businesses that operate in multiple states. It should be noted that different industries and sizes of businesses can impact pricing.

Single State Limited
$3,000

Due Diligence Call with Target
Limited document review
Single page summary that discusses significant areas of concern
No tax exposure calculation
Scope expansion allowed to evaluate issues and calculate any exposures
Assumes single operating entity with single state sales
Scope expansion for transfer tax calculation

Standard Buy-Side Scalable Tax Due Diligence Fees

Multistate Limited $5,000

Due Diligence Call with Target
Limited document review
Single page summary that discusses significant areas of concern
No tax exposure calculation
Scope expansion allowed to evaluate issues and calculate any exposures
Assumes single operating entity with multistate operations or sales
Scope expansion for transfer tax calculation

Full Review No Calc
$10,000

Due diligence call with target
Full document review
Full report that discusses all identified areas of concern
No tax exposure calculation
Scope expansion allowed to calculate any exposures
Assumes single operating entity with multistate operations or sales
Scope expansion for transfer tax calculation

Full Review with Calc
$20,000

Due diligence call with target
Full document review
Full report that discusses all issues and areas of concern
Tax exposure calculation
Assumes single operating entity with multistate operations or sales
Scope expansion for transfer tax calculation

Industry Expertise

Accounting
Advertising
Aerospace
Agriculture
Air Transportation
Apparel
Automotive
Banking
Beverage
Biotechnology
Brewers/Distillers
Building Materials
Chemical
Civil Infrastructure
Cleaning/Janitorial
Commercial Services
Computer Hardware
Computer Software/SaaS
Construction Products
Consulting
Consumer Finance

Contractors
Defense
E-commerce
Education
Electrical Equipment
Electronics
Entertainment
Event Services
Fabrication
Film Studios
Finance
Fintech
Forestry
Food Processors
Food Products
Gaming
Grocery
Healthcare Providers
Healthcare Services
Hospitality
Household Durables

Household Products
Information Services
Insurance
IT Services
Laboratories
Landscaping
Logistics
Marine Transportation
Manufacturers
Medical Device
Media
Metals
Mining
Oil and Gas
Packaging
Personal Care Products
Personal Services
Pharmaceutical
Pipelines
Power Generation
Printing

Professional Services
Property Management
Publishing
Refining
Renewable Energy
Research
Retailers
Services
Social Media
Sporting Goods
Sports Teams
Staffing
Telecom
Technology
Textiles
Tobacco
Tourism
Trucking
Utilities
Waste Management
Wineries

Mitigating Tax Issues

We take a different approach by looking deeper into the data. Rather that showing a massive exposure for a Target that has not collected exemption certificates, we drill down into the data for determine which customers (example top 50) will get an exposure down to a manageable number so that a reasonable escrow can be established. We can work with the Target to review exemption documentation.

A Commercial Approach to Getting Deals Done

We don't want to generate reports that sit on shelves. We want to advise you of the technical issues and the practical tax risks. We listen to you and what your risk tolerance is related to the deal. We want to be a trusted advisor who works with the Target to resolves issues.

Buy-Side Tax Due Diligence Services