Transaction Tax Strategy


The landscape for mergers and acquisitions in many industries has become more fertile in recent years, but, when it comes to taxes, it has also become more complex. With the ever-changing nature of local, state, and federal tax laws, as well as international regulations, the process of buying or selling a company carries both risks and substantial tax saving opportunities. To maintain the most strategic tax position during all phases of a transaction, you need a trusted and experienced advisor to help you make good business decisions.

Helping Buyers and Sellers Navigate the Tax Implications of Their Deals

Our knowledgeable transaction tax team helps you understand the implications of a potential deal and proactively assists in structuring transactions to minimize tax liability, maintain compliance, and accomplish investors’ objectives. We combine the diverse experience of our consulting advisors, so you’re guaranteed a team that has the expertise to offer practical structure alternatives and works together to achieve your goals.

It’s vital to understand all the consequences of a merger or acquisition to maximize value and reduce liability.

M&A Tax Focus Areas:

  • Transaction cost analysis
  • Entity structuring (including sale versus stock sale)
  • Compensation and Section 280G golden parachute analysis
  • Earnings and profit analysis
  • Purchase accounting
  • “Change of control” payouts
  • Partnership capital
  • Stock basis
  • Tax accounting methods
  • Stock/equity compensation
  • State and local tax implications

The EKS&H Advantage

  • Experience assisting hundreds of companies annually with the tax implications of mergers and acquisitions, dispositions, refinancing, and restructuring
  • More than 25 tax professionals with business valuations, merger and acquisition (M&A), due diligence, and deal structuring experience
  • Strong working relationships with local and national lawyers, investment advisors, banks, and other institutional lenders

Talk with Our Service Area Lead

Connect with Michael De Prima to discuss your federal credits and opportunities options.