Merger & Acquisition Tax Planning
Baker Tilly helps identify tax issues, opportunities and insight into alternatives that can allow you to make informed decisions throughout the transaction process.
Merger & Acquisition Tax Planning
Baker Tilly’s M&A tax specialists provide an integrated approach to transaction tax planning and execution, identifying strategies to assist with risks and opportunities at every phase of the transaction.
We have extensive experience with many types of transactions, whether it is an acquisition, joint venture, restructuring, refinancing, disposition or capital-related event. Baker Tilly helps identify tax issues, opportunities and insight into alternatives that can allow you to make informed decisions throughout the transaction process.
In any transaction, tax issues can present opportunities and risks. Finding a transaction structure that meets the needs of all parties involved can be a complex process.
Baker Tilly’s M&A tax specialists provide an integrated approach to transaction planning and execution, collaborating with our firm’s industry specialists to help identify strategies to assist with every phase of your transaction.
We understand that not all M&A activity may relate to acquisitions or dispositions of a business. A joint venture, restructuring, refinancing or capital-related event associated with your business will each present their own tax-related complexities to address. Our team can assist in identifying the related risks and opportunities associated with these types of transactions, all in an effort to maximize value.
Buy-side services
- Post-transaction planning and integration
- Post-transaction remediation of risks and exposures
- Tax alternative structures analysis
- Tax basis step-up and attribute analysis
- Tax due diligence
- Tax-efficient exit structuring
- Tax modeling
- Transaction financing advice
- Transaction structuring
Sell-side services
- Pre-transaction remediation of historical tax risks or exposures
- Stock/asset sale agreement review
- Stock attribute analysis
- Tax alternative sale structures analysis
- Tax modeling
Related services
Mergers & Acquisitions
Middle market business owners, investors and corporations rely on our sell-side, buy-side and financing solutions to execute their growth strategy.
Due Diligence
Whether it is for an acquisition, sale or refinancing, Baker Tilly provides due diligence services tailored to meet your specific needs.
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Our professionals
