M&A Packages
The Sale Success Package
Thinking about selling your company? You need a CPA to plan your sale to maximize after-tax proceeds. The Sale Success Package includes:
- Kickoff Meeting to learn about your company and your goals
- Analysis of possible structures – asset deal? Stock deal?
- Planning and strategy to increase after-tax proceeds
The Deal Quarterback Package
Are you already receiving offers to sell your company or accepted an offer? You need a CPA who can Quarterback the tax aspects of your deal. The Deal Quarterback Package includes:
- Calculating the after-tax proceeds from the deal
- Negotiating the gross-up so you’re compensated for taxes
- Suggesting alternative structures to minimize your taxes
- Responding to tax due diligence from the Buyer’s tax team
- Negotiating the purchase price allocation for your benefit
- Working with your attorney on the tax provisions in the contract
- Strategizing on the earnout and consulting deal to optimize the tax outcome
The Tax-Savvy Buyer Package
Are you thinking of buying a company? You need a CPA to help you structure the deal to maximize tax deductions. The Tax-Savvy Buyer Pack includes:
- Tax deductions and tax credits that will reduce the net purchase price
- Analysis of which structure will maximize tax benefits
- How to identify tax risks and what to do so you’re not stuck paying for them