A&M supports clients as they mitigate M&A underperformance and the associated risks with integration. Our team works to reduce any disruption an integration can have on your business. Tax is a key component to successful integration. From pre-deal to post close, we collaborate with cross functional teams, including legal, HR and finance to plan and execute on the plan. 

Our services include:

• Tax due diligence to identify exposures and / or issues impacting post-merger integration
• Quantify tax costs associated with operational integration and legal entity rationalization
• Identify potential tax planning strategies to deliver mid-term and long term cash flow and working capital improvements
• Identify tax contingencies which require disclosure through purchase accounting (i.e., reserves)
• Identify, evaluate and quantify deferred tax assets and liabilities to be recorded during purchase accounting
• Assess existing tax compliance processes and provide recommendations to lower costs and improve efficiencies during post-merger integration
• Develop a tax reporting and compliance calendar
• Identify tax costs and contingencies which may impact synergy capture and develop work-arounds to maintain synergies
• Model cash taxes, effective tax rate and cash tax rate estimated to result from post-merger operational and legal entity integration
• Review legal and financial documentation necessary to execute post-merger integration operational and legal entity rationalization planning
• Provide tax compliance and tax audit support
• Monitor cash tax cost modeling against actual operational results to identify / measure synergy capture
• Provide interim tax department resources to support smooth integration process
• Provide tax compliance services to assist with the clean-up of target tax filings due post-closing