Tax Planning for Transactions
Tax implications are a critical component of any transaction. CBIZ Tax Transaction Services helps buyers and sellers navigate complex tax scenarios, uncover opportunities, and mitigate risks. From structuring buy-side and sell-side transactions to comprehensive due diligence and post-transaction integration, our experts deliver actionable strategies that maximize value and align with your broader business goals.
Tax Solutions for Transactions
An integrated approach to addressing critical tax considerations throughout the deal lifecycle.
Identify tax risks and exposures, uncover opportunities, and ensure compliance with tax obligations.
Present accurate tax information and address buyer concerns to facilitate smooth negotiations.
Align tax strategies with deal objectives to optimize outcomes for buyers and sellers.
Implement tax strategies to support compliance and optimize financial outcomes post-acquisition.
Buy-Side Tax Due Diligence
Identify tax risks and exposures, uncover opportunities, and ensure compliance with tax obligations.
Our analysis includes federal, state, local, and international tax considerations, providing clear insights for informed decision-making.
Sell-Side Tax Due Diligence
Present accurate tax information and address buyer concerns to facilitate smooth negotiations.
Proactive due diligence minimizes surprises, builds trust, and supports value realization.
Transaction Structuring
Align tax strategies with deal objectives to optimize outcomes for buyers and sellers.
Our experts collaborate with legal counsel to design effective transaction structures, including asset vs. stock deals, warranties, indemnifications, and escrows.
Post-Transaction Tax Planning
Implement tax strategies to support compliance and optimize financial outcomes post-acquisition.
Services include effective tax rate planning, state and local compliance, and method changes.
Tax Transaction Solutions
Dealing with the tax aspects of transactions can be daunting. CBIZ offers the proficiency and tools you need to address challenges such as tax exposure, compliance risks, and structuring complexities. With a tailored approach to buy-side, sell-side, and post-transaction tax planning, we empower your business to close deals confidently and achieve long-term success.
End-to-End Tax Support
CBIZ provides comprehensive tax transaction services, from due diligence to post-close compliance. Our solutions are designed to minimize risks and maximize value at every stage of your transaction.
