Services
Mergers &
Acquisitions
Our Mergers & Acquisitions practice offerings include global structuring; acquisitions; divestitures; partnerships; private equity; and bankruptcy and business recovery. Our goal is to drive sustainable and inclusive growth by focusing on the many tax consequences associated with transformational change.
On the Buy-Side, we offer:
- Tax diligence to identify and manage both historical and potential future tax exposure
- Development of an acquisition structure that is aligned with your commercial objectives and strategic business plans
- Tax modeling services
- Post-deal services to assess Day 1 readiness and understand go-forward tax implications
On the Sell-side, we offer:
- Assessment of “exit readiness”, and asset perimeter and assessment of the design of pre-transaction restructuring plans
- Development of transaction plan in light of likely buyer pool and particular commercial profiles of potential buyers
- Identification of further opportunities to manage tax attributes
- Implementation support and post-deal services
For restructuring transactions, we offer:
- Tax diligence to identify and manage both historical and potential future tax exposure
- Development of an acquisition structure that is aligned with your commercial objectives and strategic business plans
- Tax modeling services
- Post-deal services to assess Day 1 readiness and understand go-forward tax implications
Entity
Structuring
Our Mergers & Acquisitions practice offerings include global structuring; acquisitions; divestitures; partnerships; private equity; and bankruptcy and business recovery. Our goal is to drive sustainable and inclusive growth by focusing on the many tax consequences associated with transformational change.
Through our integrated offerings we can help you:
- Align tax/fiscal and operational models
- Attain sustainable structural tax improvements, increase shareholder value and cash flow
- Achieve a rationalized manufacturing capacity and optimized physical distribution network
- Establish synergies within your supply chain and operating structure
- Align profits with restructured business processes
- Obtain the flexibility to accommodate future business changes
Entity Creation
TaxFormations has created over 100 entities and counting. Our entity creation services include:
- Helping you select the best state or other jurisdiction for entity registration
- Registering your business with the state or other jurisdiction, including obtaining a registered agent as necessary
- Obtaining an EIN for your business
- Drafting your business formation documents
Transaction
Structuring
For companies considering a transaction, it is critical to develop a holistic strategy to properly react, recover and shape their future development. Focusing on the tax, legal and workforce consequences of transformational change, we help you maximize value with integrated solutions.
State & Local Tax
Our State & Local Tax practice will structure your business or transaction for state and local tax efficiency. In addition, we have substantial experience with state tax nexus and perform comprehensive studies in order to determine the extent of your state sales or income tax obligations.
International
Tax
Our international tax team supports you with the tax aspects and complexities of cross-border situations and transactions, including analysis, reporting and risk management.
We provide leading-edge tax consultancy services for small- to mid-range multinational companies. Our team works to deliver tangible benefits to our clients, thereby contributing to their competitive advantage.
Business Formation
Documents and
Agreements
We draft and review all forms of business formation documents, from the operating agreement to the board meeting minutes.
In addition, our team at Tax Formations has a strong background in finance, and we specialize in drafting all forms of equity agreements, including equity compensation agreements. In drafting the agreements, we are experts on topics like IRC Section 83(b) and ensure the agreement complies with the tax laws which the business is looking to take advantage of.
