ACQUISITION TAX ADVISORS
Merger & Acquisition
Tax Services
Acquisition Tax Advisors serves Private Equity firms, Family Offices, Independent Sponsors, and Venture Capital firms, along with their portfolio companies. We collaborate with Investment Bankers, Quality of Earnings shops, Smaller Accounting firms and M&A attorneys to support transactions across the investment lifecycle. Our team provides Big 4 tax expertise focused on practical, deal-relevant advice.
Merger & Acquisition Tax Services
Acquisition Tax Advisors approach is using seasoned Big 4 expertise focused on identifying risks, quantifying exposures, and providing clear guidance with a practical approach towards issues with an eye towards mitigation.
Tax Modeling
Model tax outcomes to evaluate alternatives and support transaction decisions. This includes basis step-ups, elections, and structural impacts.
280G Analysis
Evaluate change-in-control payments and potential excise tax exposure. We quantify outcomes and assess available mitigation strategies.
Transaction Structuring
Design transaction structures that balance tax efficiency with execution. We focus on clarity, simplicity, and knowing when complexity is required.
Tax Exposure Remediation
Develop resolution strategies for assumed or identified tax exposures. This includes voluntary disclosures, filings, and implementation of remediation plans.
Sell-Side Tax Readiness
Prepare for sale by identifying tax exposures early and addressing issues before buyers enter. This helps control the narrative and reduce friction.
Purchase Price Allocation
Align transaction agreements with intended tax outcomes before closing. After close, we support accurate, defensible IRS reporting and required allocations.
Buy-Side Tax Due Diligence
Evaluate tax risks and exposures regardless of transaction structure. We dig into the data to quantify issues and support informed decision-making.
Tax Basis Calculations & Analysis
Assess potential tax basis step-ups and transaction economics. We help buyers evaluate long-term tax benefits.
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Tax Attribute Preservation & Analysis
Assess the impact of transactions on NOLs and other tax attributes. We help protect value and avoid unintended limitations.
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Sell-Side Tax Due Diligence
Support auction and negotiated sales by identifying and explaining tax issues upfront. Our collaborative approach minimizes disruption and helps keep the transaction moving.
Transfer Tax Analysis - Fixed Assets
Evaluate transfer taxes triggered by asset sales, including sales, use, and real estate taxes. Our analysis accounts for exemptions and jurisdictional differences.
Transfer Tax Analysis -
Real Estate
Analyze transfer taxes related to indirect real estate ownership changes. We navigate complex state transfer tax rules involving entities, leases, improvements.
Start Your M&A Tax Project Today
Connect with Venture Tax Group consultants to work with our team on your acquisition.