Mergers and Acquisitions

Tax Due Diligence for Mergers and Acquisitions

Deals move quickly. Even small gaps can derail negotiations or reduce purchase price. Our tax due diligence provides a clear view of risks before closing. We review federal, state, and international filings. We also examine payroll, sales tax exposure, historic credits, and elections. By highlighting issues early, we help buyers and sellers negotiate with confidence.

Practical Insights for Buyers and Sellers

Checklists are not enough. We rank findings by impact and likelihood. Then we outline options to resolve or structure around them. Our reports include schedules, models, and a concise management summary. For private equity, family offices, and strategic buyers, this clarity saves time. For owners selling a closely held business, it simplifies an emotional process.

Structuring and Advisory Support

Tax drives deal value. We evaluate asset versus stock purchases, model step-up benefits, and analyze rollover equity. We also review 338 elections, Section 1202 stock, and sourcing rules. With our M&A tax advisory, clients compare structures and select the path that balances risk and opportunity.

Beyond Closing

The work continues after signing. We help integrate tax processes, update compliance calendars, and align accounting methods. We register in new jurisdictions and brief management on risks and responsibilities. By staying involved after close, we ensure the transition is smooth and sustainable.

With CDH as your partner, you gain tax due diligence that identifies risks, strengthens negotiations, and delivers value long after the deal closes.