Transactions

De-risking business transactions through proactive settlement of tax exposure

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Transactions

Whether you are a buyer or a seller, state tax is an area of exposure identified in nearly all business transactions. This can hold up a deal and cause heartache for both sides during negotiations. The truth is that staying on top of all 50 states' tax laws is hard for everyone, but especially for entrepreneurs running a business. The good news is that most state tax risks can be mitigated through proactive pre-transaction activities, or if not, they can be settled post-transaction.

Sell-Side

Considering selling your business? We can conduct a pre-transaction health check to evaluate potential state tax risk in a transaction. This can be done several years in advance of a transaction, or even up to the months shortly preceding the transaction.

How we help our clients:

Analyze your business activities and deliver a scorecard of any tax risks identified
Proactively work with you to settle any risks
Correct processes to mitigate risks prior to entering a transaction

Settling tax matters in advance of a transaction can be materially lower in cost than settling the same matters during a transaction. We help our clients enter transactions from a position of strength.

Businesses aren't always able to identify tax matters before a transaction, so we work also with clients on the sell-side to settle tax matters identified during transaction diligence. We are there beside our clients to advocate for them throughout the transaction.

Let us help you mitigate tax risks!

Buy-Side

On the buy-side, we work with the buyer to settle tax matters identified during diligence. Most transactions identify some sort of state tax risk that can be settled through negotiations with states, such as Voluntary Disclosure programs.

We work with our buy-side clients to settle all state tax matters so that risks do not unnecessarily pass to you. We work with you and the seller to ensure that all matters are settled, and that your interests are protected at every turn. Importantly, we work to ensure that all risks are settled quickly and at market-leading costs. We work to ensure that both sides of the transaction feel that their interests are being properly represented during the settlement process.

Let us guide you through exposure settlement!