• Tax Due Diligence and Structuring

Every transaction presents tax opportunities and challenges.

The acquisition, disposition, or restructuring of a business can create significant opportunities, as well as significant tax exposure. Both companies and individuals must confront numerous and complex tax issues, often with only a very small window of time to consider alternatives and implement strategies.
 
From acquisition structuring and due diligence, to post-acquisition integration services, BDO’s dedicated Transaction Advisory Services Tax practice delivers comprehensive, partner-led tax due diligence services to clients of all sizes. With deep experience across industry sectors, and one of the world’s largest accounting and advisory networks, our professionals are uniquely qualified to meet the particular needs of our clients, whatever they may be. Our service model is built upon a transparent, highly collaborative approach, and BDO ensures that organizations have access to the people they need, when they need them.
 
Our Tax Due Diligence and Structuring services include:
  • Structuring of acquisitions, dispositions, mergers, and carve-outs
  • Tax modeling and tax benefit analyses
  • Tax due diligence, both buy-side and sell-side
  • Tax planning for tax “step-ups” (e.g., Sections 338(h)(10), 336(e), or 754 elections)
  • Special projects/analyses including NOLS and Section 382, transaction costs, and E&P
  • Post-acquisition integration/optimization and remediation services
  • Tax planning for bankruptcies and restructurings
  • Calculation of “make-whole” payments
  • Change in control payment analysis (e.g., Section 280G)
  • Transaction cost analysis
  • Tax leakage M&A

Recent Transactions

View All Transactions
  • Provided buy-side financial and tax due diligence to 3L Capital in its investment in Roman Health Ventures, Inc.

  • Provided buy-side financial due diligence to Amplity Health in its acquisition of RealHealthData.

  • Provided buy-side tax and financial due diligence to Anser Advisory, LLC in its acquisition of DHS Consulting, Inc.

  • Provided buy-side financial and tax due diligence to Anser Advisory, LLC in its acquisition of Haskell/HR Gray Associates.

  • ​Provided buy-side financial and tax due diligence to Ardurra Group, Inc., in its acquisition of LNV, Inc.

  • Provided buy-side financial and tax due diligence to Argosy Investment Partners V, L.P. in its acquisition of Rita's Franchise Company LLC.

  • Provided buy-side financial and tax due diligence to Atlas Technical Consultants, LLC in its acquisition of Alta Vista Solutions, Inc.

  • Provided buy-side tax due diligence to Caregiver, Inc in its acquisition of CORI Care, Inc.

  • ​Provided carve-out buy-side financial and tax due diligence along with transition and integration assistance to Cementation USA in its acquisition of TNT.

  • Provided sell-side financial due diligence to Prophet Equity during its sale of its portfolio company, CID Resources, Inc. to Superior Uniform Group, Inc.

  • Provided buy-side financial and tax due diligence to Data Systems Analysts in its acquisition of Project Performance, LLC., an information technology and management consulting firm.

  • Provided buy-side financial and tax due diligence to Gryphon Technologies, L.C. in its acquisition of OMNITEC Solutions, Inc.

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