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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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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.

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    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.

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.

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Cannabis M&A Field Guide

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.

Learn more

Your Goals are our Passion

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