Financial & Tax Due Diligence

Financial & Tax Due Diligence

Whether your business is venture-backed, a corporate subsidiary or owner-operated, preparing for exit requires an experienced and agile tax advisory team that can help you develop an insightful and actionable plan that maximizes after tax value, mitigates tax risks, and supports optimal outcomes.

A thorough M&A tax due diligence examines a company's financial and legal information to identify potential tax liabilities, exposures, and opportunities that may arise in connection with a transaction. 

Andersen provides in-depth analyses of the key areas that may impact your exit value:

• Structuring including S Corporation Election Exposure & C Corp Conversions
• Federal, State & Local Tax Opportunities & Liabilities
• Cash Tax Modeling
• Tax Credit Opportunities
• Historical Net Operating Loss Accounting Analysis
• M&A Agreement Reviews
• Purchase Price Allocation
• Asset Impairment (including intangible and tangible
• assets)
• Exposures related to: Sales, Income / Franchise Tax 
• GAAP & SEC Reporting Requirements
• Historic Contract and M&A Agreement Reviews

We help businesses in all stages of evaluating a transaction including:

• Evaluating top to bottom value propositions.
• State sales/use or income/franchise tax exposures due to failure to identify economic nexus.
• Independent and objective insight into structuring and risk-mitigation techniques that can protect and enhance your exit  value.