Tax professional reviewing their client's documents.

Mergers and Acquisitions Tax

Expertise

Plan, structure, and complete your transaction with fewer tax surprises

M&A transactions create opportunities, but they also introduce tax risks that can affect deal value long after closing. Decisions made during a transaction can influence cash flow, reporting obligations, and tax exposures for years to come. When deal timelines are compressed and the stakes are high, identifying issues early can make the difference between achieving your objectives or dealing with costly surprises later.

Tax considerations can surface at every stage of a deal. Our dedicated M&A tax specialists help you identify them, understand their implications, and determine the right path forward. From due diligence through post-close implementation, we bring the right tax experience to each stage of the transaction life cycle.

Just as important, we help keep transactions moving. Our team combines technical depth with a practical, high-touch approach that helps owners, operators, CFOs, private equity professionals, strategic buyers, and founder-owned businesses work through competing priorities and stay focused on transaction objectives. The result is clearer communication, fewer surprises, and a smoother path to closing.

Solutions

We offer practical tax guidance and transaction support tailored to each deal stage.

Post-close integration and implementation

Put transaction-related tax planning into action after the transaction is complete.

Transaction reporting support

Reflect your transaction accurately in required reporting and filings.

Stay informed on tax rates and policy changes

Learn More

Insights

MORE INSIGHTS

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Almost too good to be true: The Section 1202 qualified small business stock gain exclusion

Article / 10 min read

Section 1202: Proactively protect your QSBS exemption

Article / 5 min read

When ASC 740 meets tax controversy: The life cycle of an uncertain tax position

Article / 17 min read

Illinois pulls the plug on Section 1202: What founders and investors need to know about the QSBS decoupling

Article / 5 min read

Person standing in their kitchen and talking on the phone.

Section 1202: Save on the sale of qualified small business stock

Video / 3 min watch

Navigating tax challenges with healthcare investments

Article / 14 min read

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Client Experience

Supporting your transaction from start to finish

Every transaction is different. That’s why clients value our ability to adapt to changing circumstances, competing priorities, and evolving deal needs. Our dedicated M&A tax team provides the technical depth and flexibility to scale with the deal while keeping transactions moving and stakeholders aligned. The result is clearer communication, fewer roadblocks, and a smoother experience from start to finish.

Darius McCurty

CFO, Kodiak Interiors Group

A recent transaction represented the largest acquisition in our company’s history, and reaching the finish line would not have been possible without the support of trusted advisors like Plante Moran. They operated as an extension of our team, helping us solve challenges in real time and consistently going above and beyond throughout the process. We’re grateful for their hard work and look forward to many future successes together.

Katie Camacho

COO, EPIC4 Specialty Partners

At EPIC4, we believe collaboration fuels success — elevating patient care, optimizing efficiency, and creating better balance for orthodontic and pediatric teams nationwide. When we partnered with Plante Moran, we weren’t just looking for an auditor — we were looking for a team that gets it. Plante Moran delivers next-level expertise in tax, data consulting, and operations, cutting through complexity and saving us time, money, and administrative headaches. But what truly sets them apart is their genuine investment in our success. With Plante Moran, we’re not just another client — we’re a valued partner. If you’re looking for a smart, strategic, and trusted firm that delivers results, we can’t recommend them enough.

Nathan Jensen

CFO, Sola Salons

Since we began working with Plante Moran in 2019 our business has grown three times larger, and our team at Plante Moran has scaled with us through it all. We enjoy working with our team — they’ve been committed, reliable, and communicative. Their franchise industry expertise has been a great benefit to us; they understand the nuances of our business model and the industry. Since working with Plante Moran, they’ve been a one-stop shop for multiple service needs including tax, audit, and buy-side due diligence.