We provide integrated tax and legal support for M&A transactions—including equity deals, asset acquisitions, and complex reorganizations—helping clients structure deals that are legally sound, tax-efficient, and operationally practical.
Tax Due Diligence
We conduct comprehensive due diligence on the target's tax exposures and associated financial risks. Our analysis helps clients identify legacy issues and design effective mitigation strategies to manage potential liabilities.
Transaction Structuring and Tax Cost Assessment
We assist clients in evaluating the tax consequences of different deal structures and acquisition strategies. Our services include:
Modeling tax costs across multiple transaction routes and entity levels.
Addressing transfer pricing implications, Controlled Foreign Corporation (CFC) rules, and the Principal Purpose Test under the MLI.
Designing tailored structures to optimize overall tax efficiency while maintaining compliance.
Post-Merger Integration and Tax Alignment
We support clients in post-deal corporate restructuring and operational integration, including:
Our goal is to help ensure smooth implementation and long-term tax compliance.
Industry-Specific Tax Planning
We apply sector-specific tax rules to improve deal outcomes in industries such as real estate, finance, and technology.
Advising on deferral of tax obligations, tax loss carryforwards, and preferential treatments.
Coordinating with tax authorities to clarify eligibility for incentives and negotiate compliance positions where necessary.
Employee Incentive Planning
We advise on the design and implementation of tax-compliant equity incentive plans in the context of M&A. Our goal is to align employee motivation with deal objectives while minimizing tax risks.
