Put tax analysis alongside the commercial decisions that shape your business—from formation and financing to expansion, acquisition, and exit.
Founders · CFOs · Operating businesses · Private equity
We’ll define the analysis and support needed to move it forward.
We tailor the scope to your facts, goals, and timing. The work may span several of these areas.
Compare entity choices, ownership structures, intercompany arrangements, and restructuring alternatives. Evaluate the tax consequences of simplifying redundant entities before implementation.
What the work can includeAn entity map and comparison of practical restructuring options.
Assess potential Section 1202 eligibility, issuance history, business activities, shareholder requirements, and documentation. Integrate QSBS planning with fundraising, growth, and exit decisions.
What the work can includeAn eligibility assessment and recordkeeping roadmap tailored to relevant dates and law.
Evaluate transaction structure, tax diligence findings, purchase-price allocation, basis consequences, and after-tax proceeds. Coordinate with counsel, bankers, and the finance team.
What the work can includeA transaction tax issues list, structure comparison, and execution plan.
Map activities, employees, property, and sales by jurisdiction. Assess potential income, franchise, and sales-tax obligations and coordinate compliance or remediation with specialists.
What the work can includeA state exposure matrix and prioritized next-step plan.
Analyze inbound and outbound structures, treaty considerations, withholding, FIRPTA, FDII/GILTI, BEAT, transfer pricing, and international reporting requirements. Coordinate planning and implementation with domestic and foreign advisors.
What the work can includeA cross-border tax issues map and coordinated planning and reporting roadmap.
Evaluate domestic and cross-border related-party arrangements, including state transfer pricing, transactions between non-consolidated entities, and REIT/TRS arrangements. Coordinate functional analysis, intercompany agreements, benchmarking, and arm’s-length pricing documentation.
What the work can includeA transfer pricing assessment and work plan covering pricing policies, supporting analysis, and documentation.
Evaluate retirement-plan alternatives in the context of ownership, employee demographics, cash flow, and business objectives. Coordinate with administrators, actuaries, and benefits counsel.
What the work can includeA comparison of plan-design considerations and implementation responsibilities.
Analyze contributions, preferred returns, distributions, debt, equity, and ownership changes. Align modeled tax outcomes with the venture’s economics and proposed agreements.
What the work can includeA capital-structure model and tax-focused review of key deal terms.
Deliverables are agreed in advance and shaped around the decision you need to make.
No. Eligibility depends on company, stock, shareholder, activity, timing, and other requirements. A C corporation election alone does not establish eligibility.
Our focus here is planning and consulting. We can coordinate execution with your existing provider or discuss a specialist introduction.
An engagement can include coordination among management, counsel, accountants, and counterparties, with responsibilities defined in the scope.
Tell us what you’re considering, what’s at stake, and when you need to act.