Tax Advisory

Transaction Tax Services

Alvarez & Marsal's dedicated Global Private Equity Services group works with investors and their portfolio companies to provide independent analysis and end-to-end services across the investment lifecycle that deliver results in every economic cycle.

A&M's Private Equity Services professionals leverage the firm's operational heritage and world-class finance, accounting and business consulting expertise, with its financial, operational and transaction tax diligence professionals for a one-of-a-kind integrated approach to best serve clients.

Alvarez & Marsal Taxand's dedicated Transaction Tax professionals bring a wealth of tax advisory and private equity experience to corporate and private equity buyers and sellers. We partner with you to develop efficient tax structures and perform due diligence on target companies. To maximize value, you need to act quickly in identifying potential tax advantages.

Our Transaction Tax services include:

Due diligence on target companies related to mergers and acquisitions and business reorganizations
Tax modeling and structuring in a tax-efficient manner
Supply and IP planning
Compensation and benefits advisory, Golden parachutes, 409(A)
Identifying potential tax refund and accounting method opportunities
Post-acquisition Income tax provision and income tax compliance
Federal, State and International Tax planning and advisory
Transaction cost analysis
Review and identification of R&D / Credits and incentives
Integrating and optimizing tax department processes and technologies
Preparation or review of final returns

Learn more about A&M's integrated service offerings: Financial Accounting Due Diligence and Performance Improvement.

KEY CONTACTS:

Ernesto Perez
National Practice Leader
Phone: +1 305.704.6720
Email |Profile

Alvarez & Marsal

Transaction Tax Services

KEY CONTACTS:

LEADERSHIP. PROBLEM SOLVING. CREATION.