Our Portfolio Tax Services are designed to deliver substantial value to PE firms. We offer strategic advice to optimize tax efficiencies and minimize liabilities throughout the investment cycle, enhancing portfolio companies' performance and driving superior investment outcomes.

A Comprehensive Tax Strategy for Optimal Tax Maximization

Working closely with A&M's Private Equity and Transactions specialists,  our integrated approach encompasses comprehensive tax planning and compliance for global M&A activities. This allows us to generate collective insights, seize added value and address and minimize potential risks effectively. 

Our process unfolds in two stages: 

1.  Firstly, addressing pre-acquisition and due diligence tax challenges, followed by strategizing the exit plan. 
2. After the transaction, we serve as a central point, coordinating A&M's expert teams for compliance, reporting, sales, and cross-border transactions. 

Throughout, we establish a trusted partnership, offering tailored guidance to empower clients in making optimal business decisions.

Discover the Advantages of A&M TAX’s Portfolio Tax Services

Our comprehensive suite of tailored solutions provides unmatched expertise in tax planning, compliance and strategy and is your key to unlocking new opportunities, reducing risks and achieving greater success in today’s complex financial landscape. Explore the myriad of benefits that await you as we pave the way for financial excellence and growth:

• Creates value and simplifies a complex situation: through strategic tax planning and structuring, we help our clients enhance their overall financial position and navigate intricate tax scenarios more efficiently.
• Provides for new tax obligations: By addressing and accounting for potential tax liabilities and obligations early in the acquisition process, our clients better prepare for and manage any additional tax responsibilities that may arise as a result of the acquisition. (Are we trying to say here that we will deal with any tax exposures that are inherited from the seller during the acquisition?) 
• Develops an exit strategy early on: By addressing tax considerations from the outset of an acquisition or investment, we help our clients proactively plan for the eventual sale or exit, potentially leading to significant financial advantages.
• Provides central guidance and control: We serve as a designated focal point overseeing and directing all tax-related aspects of an acquisition or investment  . We serve as a designated focal point overseeing and directing all tax-related aspects of an acquisition or investment, ensuring a seamless future liquidity event. Our proactive approach includes the creation of sell-side diligence documentation during the hold period, guaranteeing the absence of any tax issues at the anticipated future event.
• Enhances communication with stakeholders: We ensure a well-organized and transparent approach to tax matters, where companies can foster better understanding and collaboration among all parties involved in an acquisition or investment.
• Fills the target’s tax expertise gap: We provide specialized tax expertise to address any gaps or shortcomings in our clients’ tax knowledge or capabilities.
• Provides scenario planning: We anticipate and prepare for various potential tax outcomes or situations that may arise during an acquisition or investment.
• Demonstrates trusted advisor role: Offering expert tax guidance and support, we serve as a reliable and dependable partner in critical financial matters.