DEAL STRUCTURING TAX ADVISORY
Federal tax structuring for active business transactions
When a transaction is underway, tax outcomes are driven by how the deal is structured — not after it closes.
The Deal Structuring Tax Advisory is a fixed-fee, seller- or buyer-side engagement focused on analyzing and optimizing the federal tax implications of an active transaction before terms are finalized. This engagement is designed to integrate tax strategy into the deal process while structure, timing, and elections are still negotiable.
Understanding the deal structuring tax advisory
Who this is designed for
This engagement is designed for clients who are actively negotiating or documenting a transaction and want federal tax strategy incorporated into deal decisions.
This advisory is a good fit if:
I am buying or selling a business and want to understand the federal tax implications before agreeing to structure
I am reviewing an LOI or term sheet and want tax input before negotiations progress
I am deciding between an asset sale and a stock sale
I am involved in a recapitalization, partner buyout, or ownership change
I want tax strategy addressed during the transaction, not after closing
This engagement is intended for clients who are already “in the deal” and need clarity tied to specific transaction terms.
What it includes
how it works
This is not general transaction support. It is a defined advisory engagement focused on federal tax analysis and structuring considerations.
You receive:
Review of proposed transaction structure and key deal terms
Analysis of federal tax implications based on structure and timing
Identification of material tax risks, opportunities, and tradeoffs
Asset sale versus stock sale considerations, where applicable
Analysis of consideration components such as cash, seller notes, earnouts, and equity rollovers
Coordination with deal counsel, CPAs, and other advisors as appropriate
A written summary of structuring considerations and recommendations
This engagement is advisory in nature and does not include drafting transaction documents.
Pricing
Intake and review of available deal materials (LOI, term sheet, draft agreement, or summary of proposed terms)
Federal tax structuring analysis tied to the transaction
Strategy discussion focused on structuring decisions and tradeoffs
Delivery of a written structuring summary outlining key tax considerations
Optional continued advisory support if the transaction proceeds
The goal is clarity before terms are finalized.
The Deal Structuring Tax Advisory is a fixed-fee engagement focused on federal tax analysis of an active transaction.
Engagements begin at $7,500.
For complex, multi-stage, or time-sensitive transactions, expanded advisory support may be appropriate and scoped separately based on deal size, structure, and timing.