Deal structure often moves more money than deal price does. Asset versus stock, how you allocate the purchase price, installment reporting, rollover equity, state-level treatment. Any of those can swing your net proceeds by double-digit percentages of the headline figure.
We model the tax outcome of each structure before terms get agreed, so you’re negotiating on after-tax value. On the buy side we handle allocation and basis planning. On the sell side, the sequencing that protects what you walk away with.
What you get
Modelled before the LOI
Structures compared on after-tax proceeds before you commit to terms.
Allocation is negotiable
Purchase price allocation is a term you can trade, and it carries real money.
States checked
State outcomes often differ from federal, and they get missed just as often.
Ready for diligence
Lined up with the tax diligence the other side is going to run on you.
Transaction Tax
Let's talk about transaction tax.
Tax structuring for acquisitions, sales and reorganisations: asset versus stock, allocation, basis step-up, and the after-tax proceeds that decide whether a deal is any good.