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We implement a proven, repeatable process for sell-side mergers & acquisitions.

Tax Planning for M&A

While some of our partners provide full-service bookkeeping, audit and accounting services for nearly any sized corporation, our particular focus when dealing with taxes with our clients has to do with deal structuring to avoid any and all taxes possible, especially in the year when your business is sold. Because we mainly work with businesses who are looking to sell their company, we tend to focus mostly on the tax implications of obtaining a large lump sum which generally is had after a deal is closed. Being tax compliant as well as smart with the proceedings is where the Deal Capital network team of partners excels.

Not only are tax compliance and tax advisory decisions at the forefront of our minds, but we specifically focus on minimizing taxes for the day when you intend on exiting your company. Depending on the structure of your corporation (S-corp, C-corp, LLC etc.) your taxes, tax deductions and tax rates can vary widely. In addition, avoiding the dreaded estate tax when selling a business is also something we work with clients on. In particular, we help to set up tax deferral, trusts, 401Ks, IRAs and insurance packages to help those who are the benefactors of the wealthy sell-out of their business to avoid penalties and government involvement to the greatest extent possible.

Much of the expertise of our parters happens in dealing specifically with large accounts including involvement in real estate and middle market M&A transactions. In addition, our CPAs and auditors work regularly with the Department of Revenue, attorneys and insurance agents to ensure you obtain and keep the highest possible amount. Contact us today to discuss options.