Middle market companies pursuing mergers, acquisitions or divestitures face tax decisions that can directly shape transaction value and post-close performance. M&A tax services help buyers and sellers identify potential exposures, structure deal transactions efficiently and capture value from diligence through closing—and beyond.
RSM advises on the tax aspects of transactions across the deal lifecycle, including support across jurisdictions for cross-border transactions and internationally active companies.
Critical deal considerations
- M&A tax due diligence: Identify historical tax exposures, quantify potential risks and inform purchase price adjustments, representations and indemnities.
- M&A tax structuring: Model entity, asset and equity alternatives to align the deal structure with after-tax economics.
- M&A tax-efficient strategies: Coordinate global and regulatory tax planning to preserve tax credits, attributes and cash flow.
- Post-deal integration: Align tax operating models, compliance calendars and ERP and finance systems after close.
- International and state tax: Manage cross-border, transfer pricing, nexus and state apportionment implications triggered by the deal transaction.
RSM’s M&A tax professionals help you plan the transaction, manage potential tax risks and derive value from diligence through closing—coordinated with our Washington National Tax, state and local tax, and international tax teams.
