Merger & Acquisition Tax Planning

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.