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mergers and acquisitions
The multidisciplinary team of tax advisors and accountants know and understand the judicial decisions and can help you leverage all benefits of current law to maximize your tax opportunities.

Mergers & Aquisitions

Structuring mergers and acquisitions to minimize taxes

Our tax experts specialize in mergers and acquisitions and have been helping clients make decisions quickly and resolve unexpected challenges. You can count on us for the deep expertise in virtually all areas of the tax law. We specialize in all major areas including federal, state, local, and international, and we have experts in C Corp and S Corp, partnerships, and consolidated returns.

The multidisciplinary team of tax advisors and accountants know and understand the judicial decisions and can help you leverage all benefits of current law to maximize your tax opportunities.

We are here to assist you with everything from structuring acquisitions of assets, stock, section 338 transactions, forward or reverse mergers to other taxable transactions and tax-free organizations quantifying the benefit to the buyer and detriment to the seller of varying forms of transactions.

Due to the institutional knowledge we build working with you through the phases of a transaction, we will also be well-positioned to help you implement tax-planning ideas, as well as ensure the transaction is reported as structured and the appropriate elections are made. We will also be available to work with you on tax compliance issues.

"Plante Moran’s transaction advisory services helped us identify and validate investment opportunities and define and mitigate potential risks, avoiding surprises post-closing. Their audit and tax teams tailor their approach and solutions to ensure our portfolio companies are implementing best-in-class financial reporting practices and proactive tax strategies to optimize after-tax cash flows.

Plante Moran’s “one-firm” firm approach is particularly useful for private equity groups like ourselves due to the access to the full resources of the firm, whether it be tax, audit, valuation, or various consulting needs. There’s always someone with the right expertise and experience to respond to our needs."

-Richard J. Harpster, Managing Director, Svoboda Capital Partners