M&A Tax Advisory
Transaction-focused tax planning and structuring support—buy-side, sell-side, and post-transaction integration.
Tax clarity for transaction decisions.
We help clients understand tax outcomes, documentation requirements, and structural options—without unnecessary complexity.
Where we add value
- Entity and transaction structuring
- Basis and holding period considerations
- Purchase price allocation coordination
- Post-transaction integration planning
- Documentation discipline and support for advisors
Who this is for
- Business owners evaluating a sale or partial exit
- Buyers needing tax-sensitive structuring
- Groups coordinating multi-entity reporting
Leadership
Learn more about our team members involved in transaction-related tax work:
Jim Brummitt and
David Talley.
FAQs
- Do you replace an investment banker or attorney? No—this is tax planning and documentation support.
- Do you coordinate with other advisors? Yes—clean handoffs and clear documentation are part of the service.