Acquisition Tax Advisors
M&A Tax Expertise in a Boutique Platform
Acquisition Tax Advisors provides Deal Relevant Tax Diligence. Acquisition Tax Advisors has dedicated Federal and State M&A Tax Professionals to ensure issues are properly analyzed. Our Non-leveraged tax professional model results in our experts involved in every step of the diligence to spot the issues, but with a commercial approach to getting a deal done. In addition to our standard due diligence report, we provide a one-page summary of deal relevant issues for decision makers.
Types of Deals
Buy-Side Tax Due Diligence
•Scalable scope tax due diligence for both financial & strategic buyers
•ATA’s leadership has advised on thousands transactions, both domestic & cross border
•Tax basis step up analysis
•Exposure remediation analysis & assistance
•Transaction modeling
•Transaction step-plans
Sell-Side Tax Due Diligence
•Pre-diligence exposure review and analysis
•Remediation analysis and assistance, and seller negotiations to minimize deal impact
•Full scope tax diligence for buyers with detailed support
•Tax attribute modeling to maximize post-tax cash flow from transaction
•Seller assistance/representation on buyer tax due diligence
Carve Out Due Diligence
•Ascertaining whether pre-sale structuring is necessary
•Full state tax diligence covering state income tax/ non-resident withholding tax, sales and use tax, property tax, employment tax, and unclaimed property
•Sales & use tax on transfer determinations
•Real property transfer tax determinations
•Estimating post carve out effective rate
Tax Standup Issues
•Full state tax diligence covering state income tax /non-resident withholding tax, sales and use tax, property tax, employment tax, and unclaimed property
•Sales and use tax system setup
•Tangible personal property rendition transition & reporting
•Unemployment tax successor rate vs. successor for taxes on wage base
•Sales and use tax on transfer determinations
•State short period return determinations
Acquisition Tax Advisors
Scalable Tax Due Diligence
Email Summary
$5,000
- Due diligence call with target
- Email that summarizes issues or areas of concern
- Limited document review
- No tax exposure calculation
- Scope expansion allowed to evaluate issues and calculate any exposures
- Scope expansion for transfer tax calculation
- Assumes single operating entity
Summary Report
$10,000
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Due diligence call with target
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PowerPoint summary report of issues or areas of concern
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Normal document review
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No tax exposure calculation
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Scope expansion allowed to calculate any exposures
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Scope expansion for transfer tax calculation
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Assumes single operating entity
Full Scope Report
$20,000
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Due diligence call with target
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PowerPoint full scope report of issues and areas of concern
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Normal document review
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Tax exposure calculation
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Scope expansion for transfer tax calculation
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Assumes single operating entity
Post Close Exposure Remediation with Voluntary Disclosure Agreemnts
We use systems to provide Greal-time visibility into the voluntary disclosure agreement process. Our client dashboard provides a methodical overview of tax compliance milestones, ensuring complete transparency and precise tracking of the VDA process
Our Experience helps to simplify complex tax issues
We specialize in navigating the intricate landscape of complex federal, state and international tax issues for private equity and portfolio companies. Our methodical approach ensures that complex are resolved with precision and authority, providing our clients with the strategic clarity needed for long-term financial stability.