• Tax Due Diligence and
    Structuring Services

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 as part of our Quality of Business approach. 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:

  • Calculation of “make-whole” payments
  • Change in control payment analysis (e.g., Section 280G)
  • Post-acquisition integration/optimization and remediation services
  • Special projects/analyses including NOLs and Section 382, transaction costs, and E&P
  • Tax due diligence, both buy-side and sell-side
  • Tax leakage M&A
  • Tax modeling and tax benefit analyses
  • Tax planning for bankruptcies and restructurings
  • Tax planning for tax “step-ups” (e.g., Sections 338(h)(10), 336(e), or 754 elections)
  • Tax structuring of mergers and acquisitions, dispositions and carve-outs
  • Transaction cost analysis
 

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 sell-side financial due diligence services to 3Pillar Global, a CIP Capital portfolio company, in its sale to H.I.G. Capital.

  • Provided buy-side financial and tax due diligence services to 3 Rivers Capital, LLC in its acquisition of Blue Chip Group, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in Enmark Systems, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in PropLogix, LLC.

  • Provided sell-side financial due diligence services to ACES Comprehensive Educational Services, Inc. in its recapitalization with General Atlantic.

  • Provided buy-side financial due diligence services to Adams Publishing Group LLC during its acquisition of Bliss Communications, Inc.

  • Provided buy-side financial and tax due diligence services to Affinitiv as part of its investment in Auto Loop LLC.

  • Provided sell-side financial due diligence services to Align Capital Partners in the sale of its portfolio company, Pleatco Filtration, to Pentair plc.

  • Provided buy-side financial and tax due diligence services to Alphawave IP in its carve-out acquisition of OpenFive unit from SiFive.

  • 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.

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