Mergers & Acquisitions

Our tax structure advisors will assist with your merger or acquisition to minimize your federal and state tax liabilities, including advising you on special elections, forward/reverse/triangular mergers, asset basis step-ups, state tax minimization, allocation of purchase and sale price to derive the most tax benefits, and other taxable transactions and tax-free organizations.

With our extensive experience in the tax law, we will guide you on the best entity structure, asset protection, and exit-out strategies to meet your objectives.

  • Favorable Tax Treatment on Acquisitions & Dispositions
  • Tax-Free Mergers & Reorganizations
  • Stock Acquisition Elections (IRC Section 338(h)(10) & IRC Section 336(e) Elections)
  • Purchase Price Allocations in Accordance with IRC Section 1060 (Form 8594)
  • Operating Agreement Review & Modifications
  • Promote Interest Integration & Planning
  • Foreign Investor’s Blocker Entity Structure
  • Due Diligence