• 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

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  • ​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 global vendor due diligence and tax structuring to Accel-KKR in its sale of EpiServer to Insight Venture Partners.

  • Provided buy-side financial and tax due diligence to NovaQuest Capital Management in connection with its acquisition of Clinical Ink.

  • ​Provided sell-side financial due diligence to Oberto Brands in its sale to Premium Brands Holdings.

  • Provided buy-side financial and tax due diligence to Cava Group in connection with its acquisition of Zoe's Kitchen.

  • Provided sell-side financial due diligence to IPG, Inc. as part of the sale of its Asian and European insurance operations to Hyperion Insurance Group.

  • ​Provided sell-side financial due diligence to CIP Capital in its sale of OnCourse Learning Corporation to Bertelsmann Education Group.

  • Provided buy-side financial due diligence to IDEAL Industries, Inc. in its acquisition of Cree Lighting.

  • Provided buy-side financial and tax due diligence to Koppers Holding, Inc. in its acquisition of Cox Industries, Inc.

  • Provided buy-side financial due diligence to Hennessy Capital in its acquisition of certain assets of Sprint Energy Services.

  • Provided buy-side financial and tax due diligence to Valesco Industries, LLC in its acquisition of certain assets of Fabian Couture Group International, Inc.

  • Provided buy-side financial and tax due diligence to Fortis Solutions Group in its acquisition of Infinite Packaging Group.