Transaction Advisory Tax Services
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Whatever type of transaction you are contemplating, the Smith + Howard tax team will work with your business to ensure a successful outcome – one that meets your business objectives while maximizing your after-tax cash.
In the beginning stages of a transaction, there are many decisions to be considered and made, most of which have tax implications. We understand these decisions and that it takes a team of professionals to successfully navigate the sale process. We work closely with the attorneys, investment bankers, due diligence team, and others to facilitate a tax efficient transaction.
We take a comprehensive view, from the big picture to the smallest detail, so we can assess and advise throughout a transaction.
Our tax team supports you every step of the way, working on:
Whether buying, selling, or restructuring, tax planning is crucial to maximizing value for a business, the owners, and the employees.
We are well-versed in tax structures, computing and modeling after-tax cash, working directly with attorneys and investment bankers in tax related matters, analyzing costs, determining the value associated with tax assets, and reviewing related estate planning and charitable giving opportunities.
You will emerge with a clear picture of all your best options, including the right course of action as you move forward with a transaction.
As a buyer, you do not want any tax surprises to be discovered after close. When working on buy side transactions, we thoroughly review the business to uncover any undisclosed tax liabilities and opportunities. We will present the potential tax exposure or savings and provide practical advice and solutions so that the buyer can assess the financial implications to the overall transaction.
As a seller, you are most concerned with the tax implications of the deal. When working on sell side transactions, we focus on getting the right structure in place to maximize after-tax cash to the sellers. Once an efficient tax structure is negotiated, sellers need tax representation in responding to numerous requests from the buyer. Our experienced tax team will guide you through this time-intensive process.
Whether buying or selling, we not only consider your income tax obligations but any other tax obligations that could have unintended repercussions. We work with our indirect tax team to consider all taxes including property tax, sales tax, payroll tax, and more. We will leave no stone unturned to ensure our clients move forward with a transaction armed with all of the information they need to make a smart, strategic decision.
The work does not end upon the close of a transaction. Smith + Howard’s tax team will continue to work with the business to ensure that all the tax reporting is completed and returns are properly filed. Filing tax returns for buyers and sellers requires in-depth knowledge of the tax rules as well as the specifics of the transaction. This requires a review of all the relevant documents to gain an understanding of all the tax issues to address during the preparation of the required tax returns. Post-close tax services are vital in making sure that the tax strategies are executed properly and our tax professionals will work with you to ensure the intended tax objectives are met.
“In recent years, Smith + Howard has been invaluable in keeping us abreast of changes to the tax code and wider environment. They’ve guided us through complex issues we had no knowledge of, and time and time again, it’s proved to be invaluable for us.”Tom Nahigian, retired CFO of Abatement Technologies
“We use Smith + Howard for our audit, tax and special project work. Their advice and counsel is exceptional. Most recently, without Smith + Howard’s advice, we would have missed out on a $4M refund from a tax incentive program.”David Seem, CFO, Miller-Zell
“Their mindset is different. They’re constantly looking to see what our objectives are and they’re giving us the best possible advice and keeping up with all the rules and regulations. It’s like having an expert looking over your shoulder with what you’re doing.”Raj Anand, CEO, Southern States, LLC
Business transactions are complex, yet filled with risks and rewards, and the way to a successful close is rarely an easy or linear process. Whether you’re on the buy side or sell side, Smith + Howard focuses on understanding your goals and how a transaction may propel you toward them – or hold you back. We work with you to keep the transaction and your business moving forward.
Our business tax services include:
Our roots going back over half a century were grounded in tax. Today, while we can serve every aspect of your business’ financial life, we still stand on a strong tax foundation.
As a high-net-worth individual, you need a partner working as hard to protect and grow your wealth as you did to accumulate it – a partner who is on the same page as you about how your life, family and goals evolve over time and commits to preserving what you’ve built.
When consumers purchase goods and services, they pay indirect taxes.
At each step of the way, we will work with you to maintain compliance and minimize your taxes, while establishing a long-term relationship built on quality counsel and efficient, responsive service.