Tax Transaction Services

Dotting the i’s and Crossing the t’s in your Transaction

When you’re beginning to plan for an M&A transaction it can be easy to overlook something like tax planning, because the implications of your tax positions won’t be translated into dollars until long after the deal is closed. Developing and implementing a tax strategy for the transaction from day one can help prevent regrets later on, and it’ll let you get the details just right.

The M&A team at Mowery & Schoenfeld has the specialized knowledge and expertise to help you take advantage of the favorable tax positions available to you — now and in the future. From the early stages of deal structuring through the post-transaction stage, we create tax strategies that help our clients minimize their tax burdens, leaving them with more resources to better operate their companies.

All’s Well That Ends Well

Some of the most complex situations in business are also the most important. At Mowery & Schoenfeld, we focus on proper planning and structuring throughout all stages of your transactions to ensure the best possible end result for your business as well as for your tax positions.

When you buy, sell, or reorganize a business — whether it’s a C-Corp, an S-Corp, an LLC, or a partnership — certain tax implications are associated with your transaction. With our thorough knowledge of federal, state and local tax codes applicable to businesses and business owners, Mowery & Schoenfeld can help you structure your deal to ensure an ideal outcome.

How we can help

At Mowery & Schoenfeld, we look at your big picture, including your business objectives and factors that may impact your business in the future. Our approach emphasizes thinking beyond the transaction to help you make tax decisions now that are in line with your long-term business goals.

We offer tax strategy services for buy-side, sell-side and restructuring transactions:

Buy-Side Transaction Services
The professionals at Mowery & Schoenfeld help you navigate tax issues, risks and opportunities; improve your future earnings; and increase operating efficiencies and return on investment.
Sell-Side Transaction Services
Mowery & Schoenfeld helps you increase shareholders’ returns; consider alternative tax strategies before the deal closes; and understand how to use existing assets for a favorable retirement.
Restructuring Transaction Services
We help you: create and implement strategies that align the transaction with your long-term goals; understand the tax implications of restructuring alternatives; reinvigorate your company while protecting your capital; reap the value of tax assets; and minimize tax costs. If you are undertaking a distressed company restructuring, we can also help you analyze bankruptcy options and choose a suitable exit strategy.

Learn more about our Transaction Services

Deferring Burdens and Accelerating Benefits

We guide you throughout the entire cycle, with transaction tax advisory services that range from setting acquisition/selling strategies and tax due diligence to closing the deal and post-sale implementation. For sellers, we help defer and minimize the sale-of-business tax costs; for buyers, we help accelerate tax benefits. We’re well versed in the tax implications associated with different entity structures and skilled at finding the best transaction structure to minimize after-sale tax results.

Not only do we help you minimize tax ramifications, but we also provide accounting services to ensure that the deal is correctly reported and that proper accounting systems are in place. Trust us to give the right advice on acquisition strategies and deal negotiations from beginning to end.

Some of the ways we’ve helped our clients close a successful transaction include: