We provide strategic guidance and expertise to help you complete the transaction in the most tax efficient manner possible, and with a full understanding of the tax impact of those decisions
What We Offer
Our Tax Services
Purchase Price Allocation
Many transactions require tax reporting to the IRS by both parties. Before you close, we assist in evaluating whether the transaction agreement lines up with what you are intending to accomplish for tax purposes. After closing, we assist with making sure the reporting to the IRS is what the parties agreed to before closing.
Sell-Side Tax Readiness
In selling your business, knowing both what to do and when in dealing with tax issues is critical. Our decades of experience bring Insight to know what matters to you, as well as how and when to address those issues to maximize your after-tax cash flow from the sale.
Transaction Structuring
Keep it simple. We want you to be able to understand how the transaction will be put together. Not all transactions require complicated structures. You need an advisor that knows when more complicated is necessary, and when it is not, and who can handle each equally.
Tax Basis Calculations
& Analysis
Knowing the benefit available to a buyer of a potential tax basis step-up on a transaction is important to understand the overall cost of the transaction, and how to direct negotiations related to the transaction structure.
Buy-Side Tax Due Diligence
When buying a company, understanding the tax position is critical regardless of the structure of the transaction. Our approach brings a collaboration perspective to tax issues on a transaction to minimize tax exposures while helping to close the transaction.
Tax Exposure Remediation
When tax exposures are assumed in a transaction, is important to have a plan for final resolution of tax issues. We help you work through the alternatives, and implement your preferred option.
Tax Attribute
Preservation & Analysis
Know before you close what the impact of a transaction will have on a target company’s net operating loss (NOLs) and other tax attributes.
Tax Modeling
Knowing the impact of the decisions you are making is critical. We can help you to understand the tax impact of your alternatives so you can make a more informed decision.
280G Analysis
Is there a corporate entity in your target group? Know what your options are in solving for your 280G concerns with a quantitative analysis of the impact of the change in control payments.
Contact Us
Let us help you.
At Insight Tax Advisors, we understand that tax related matters can have a significant, and often confusing, impact on a pending transaction. Our dedicated team of tax experts is here to help you find the solutions you need. Whether you are buying or selling, or even just contemplating a long-term exit strategy, we have you covered.
Simply click the button below, and let’s start a conversation. Your financial clarity and peace of mind are just a message away.