Securing Your Success with Mergers and Acquisitions

At Strategic Tax Planning, we understand the complexities involved in mergers and acquisitions (M&A). Navigating the legal, financial, and operational hurdles can be overwhelming, even for seasoned business leaders. That’s where our team comes in.

We offer comprehensive services to guide you through every step of your M&A journey, from the initial planning and due diligence to post-merger integration and value creation.

Schedule a free call
​​

Securing Your Success with Mergers and Acquisitions

At Strategic Tax Planning, we understand the complexities involved in mergers and acquisitions (M&A). Navigating the legal, financial, and operational hurdles can be overwhelming, even for seasoned business leaders. That’s where our team comes in.

We offer comprehensive services to guide you through every step of your M&A journey, from the initial planning and due diligence to post-merger integration and value creation.

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Our Tailored M&A Solutions for Every Stage

  • Transaction Structuring: We work closely with you to identify the optimal transaction structure, considering tax implications, accounting methods, and shareholder interests.
  • Due Diligence: Our experienced professionals conduct thorough financial, legal, and operational due diligence, providing you with a clear picture of potential risks and opportunities.
  • Valuation Services: We leverage proven methodologies to determine fair market value for both acquisition and divestiture transactions.
  • Tax Planning & Compliance: We navigate the complex tax landscape associated with M&A, ensuring compliance and maximizing tax benefits.
  • Financial & Accounting Support: We assist with securing financing, managing transaction costs, and integrating financial systems post-merger.
  • Human Resources Integration: We develop strategies to effectively manage employee transitions, cultural integration, and talent retention.
  • Post-Merger Integration: We help you achieve synergies, optimize operations, and drive value creation after the merger or acquisition.

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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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What Our Mergers and Acquisitions Team Can Do

  • Deep Industry Knowledge: Our team has extensive experience across various industries, providing tailored solutions for your specific needs.
  • Seamless Collaboration: We work closely with your legal counsel, investment bankers, and other advisors to ensure a smooth and efficient transaction.
  • Proactive Communication: We keep you informed throughout the process, providing clear and timely updates on progress and potential challenges.
  • Focus and Value Creation: We go beyond just facilitating the transaction, helping you unlock synergies and maximize long-term 

Get in Touch with Our Financial Professionals

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Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

What types of M&A transactions does STP advise on?

We advise on a wide range of M&A transactions, including mergers, acquisitions, divestitures, joint ventures, and strategic partnerships across various industries.

What are the tax implications of an M&A transaction?

Navigating the tax landscape of a merger or acquisition can be complex. Our team can help you understand and plan for potential tax liabilities to ensure compliance and identify opportunities for tax benefits.

What is the scope of your due diligence services?

We conduct comprehensive due diligence covering financial, legal, and operational aspects of the target company. This includes reviewing financial statements, contracts, regulatory compliance, and potential risks and opportunities.

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

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What is Happening with the Corporate Transparency Act?

The NSBA and others are challenging the constitutionality of the Corporate Transparency Act. What does this mean for a business's reporting requirements?

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.
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Get Started Today

Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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