Unlock Profitable Potential with our Tax Experts

Conducting tax diligence before selling your business is essential. It mitigates the risks of unexpected tax liabilities, compliance issues, and legal disputes, ensuring a smoother and more lucrative sale. Simultaneously, it optimizes your business's overall value by identifying tax-saving opportunities and instilling confidence in potential buyers, ultimately leading to a more successful and profitable transaction. At PE Advisors, our Sell-Side Tax Diligence process is meticulously designed to navigate these complexities and deliver results that secure your financial interests and enhance your sale prospects.

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Our Sell-Side Tax Diligence Process

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Tax Compliance Review

Our thorough review of your tax compliance history identifies potential issues and ensures regulatory compliance. We integrate Tax Attribute Modeling to assess the impact of attributes like NOLs and credits, ensuring strategic utilization. Additionally, we consider Section 382 implications to maximize the value of your business.

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Tax Controversies and Disputes

Our expert team resolves ongoing tax disputes, minimizing potential liabilities. Simultaneously, we apply Carried Interest Planning strategies, optimizing compensation structures to minimize tax liabilities and enhance returns for stakeholders.

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Tax Credits and Incentives

We identify available tax credits and incentives, augmenting your business's value to potential buyers. Carried Interest Planning is integrated to strategically structure carried interest arrangements for tax efficiency.

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Transfer Pricing Review

Our experts ensure compliance and optimize transfer pricing strategies for the sale. We also consider Stock vs. Asset Acquisition implications, evaluating the tax benefits of each structure, including tax basis and liabilities.

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Sales and Use Tax Review

A comprehensive review of sales and use tax issues minimizes exposure. We assess Section 280G's impact on executive compensation packages, optimizing their structure to reduce tax liabilities.

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State and Local Tax Review

Examination of state and local tax obligations and opportunities enhances your tax position. We apply Carried Interest Planning strategies for state and local taxes to further minimize tax liabilities.

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Employee Benefits and Payroll Taxes

Efficiently manage and optimize employee-related tax considerations. Carried Interest Planning extends to employee benefits and payroll taxes, ensuring tax-efficient compensation structures.

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Deferred Tax Assets and Liabilities

We evaluate and optimize deferred tax assets and liabilities for strategic tax planning, incorporating insights from Tax Attribute Modeling.

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Tax Reserves and Accruals

Ensuring accuracy and compliance in tax reserves and accruals, we align them with carried interest arrangements for optimal tax planning.

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Contractual Agreements and Covenants Review

Our careful evaluation of contractual agreements and covenants minimizes tax-related risks during the sale, providing a comprehensive Sell-Side Tax Diligence process that optimizes tax planning and minimizes tax liabilities, ultimately enhancing the value of your business and securing a more lucrative sale.

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