Who We Serve
Who We Partner With Across Transactions and Portfolio Operations
We partner with investors, operators, and transaction advisors who need senior-led tax expertise aligned with deal execution, diligence, and ongoing portfolio support.
Who We Serve
We partner with firms and advisors who require tax expertise that’s practical, senior-led, and focused on deal success.
Private Equity Firms
Senior-led tax advisory supporting acquisitions, portfolio operations, and exits with a focus on risk and value preservation.
Family Offices
Practical tax guidance aligned with long-term capital strategies, flexible holding periods, and exposure management.
Independent Sponsors
Scalable tax support focused on issue identification, mitigation planning, and efficient execution.
Portfolio Companies
Hands-on tax support across compliance, integration, and operations to support growth and transaction readiness.
Quality of Earnings Teams
Collaborative tax diligence support aligned with financial diligence and transaction-focused issue identification.
Investment Bankers
Pre-market tax readiness support to identify issues early and reduce transaction friction.
Lenders
Targeted tax reviews to identify material exposure risks and confirm sales and use tax compliance.
M&A Attorneys
Integrated tax support for transaction structuring, agreements, disclosures, and execution.
CLIENT PARTNERSHIPS
Let’s Discuss Your Needs
Whether you’re an investor, operator, advisor, or deal professional, Insight Tax Advisors partners closely with your team to provide senior-led, practical tax guidance aligned with your objectives. We focus on understanding your role, risk profile, and priorities to deliver thoughtful support across planning, diligence, compliance, and execution.
Ben Sparks
Managing Director & Founder
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Jim Kelleher
Managing Director & Founder
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