Situation: A business owner preparing to sell faced a potentially significant bulk sales tax liability. Solution: Our team advised on the transaction structure to reduce the client’s tax exposure. Impact: The client’s tax liability from the sale was reduced by $1.8 million.
Situation: A manufacturer with $1.4 billion in annual revenue was acquiring a privately held company in an $85 million transaction. Solution: Our team performed buy-side due diligence to evaluate the target company and inform the client’s transaction decisions. Impact: Our findings supported a $10 million reduction in the purchase price.
Situation: A manufacturer with $140 million in annual revenue pursued a $135 million transaction involving private equity counterparties. Solution: Our team provided buy-side transaction advice, including guidance on the tax structure of the deal. Impact: The analysis identified $1 million in savings through effective transaction structuring.
Situation: A service company with $45 million in annual revenue was preparing to sell to a private equity buyer and needed experienced guidance throughout the transaction. Solution: Our team provided M&A advisory services and assisted with negotiations, helping the client evaluate the terms and financial implications of the proposed sale. Impact: Our negotiation support helped […]