Considering Selling your Business? Know the Tax Implications Before You Close the Deal

  • Manufacturing
  • 2/19/2024

How a deal is structured can have major implications on the owner personally from a tax perspective.

By Brady Paschke, Manufacturing Growth Network Industry Leader, CLA Deal Services Team

CLA’s Transaction Tax team helps owners considering selling their businesses structure a transaction in a tax efficient manner. If you are considering a transition, CLA’s team uses a focused approach to understand the tax implications of the proposed deal and can help you evaluate options and the impact on deal value.

Each transaction brings its own set of exposures to both buyers and sellers. CLA helps buyers determine the combined entity’s post-close tax positions and compliance footprint, as well as federal, state, local, and foreign tax exposures. Conversely, CLA helps sellers understand the tax consequences of potential offers before the business is put on the market. We use our versatile knowledge to develop strategy and structure to get the deal done.

Transaction tax assistance can include:

  • Evaluate uncertain tax positions for federal, state, local, and foreign tax exposures
  • Provide tax structuring advice for mergers and acquisitions
  • Model tax consequences of different transaction structures
  • Conduct discussions with management and advisors
  • Assist with post-closing tax filing compliance matters
  • Team with investment advisors to work toward after-tax investment and estate planning goals

Considering a sale? We can help you walk through options and the downstream implications from a tax perspective. Contact us.

This blog contains general information and does not constitute the rendering of legal, accounting, investment, tax, or other professional services. Consult with your advisors regarding the applicability of this content to your specific circumstances.

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