Closing a successful deal efficiently requires a calculated approach to address the potential tax implications of a merger or acquisition. Business today is under increasing pressure to deliver better results for stakeholders. Whether you’re buying, selling, partnering, funding or fixing a company, the process can be complex and risky.
KPMG’s mergers and acquisitions tax function can help add value well beyond traditional tax compliance and due diligence by focusing on opportunities that arise within, and because of an acquisition.
We understand the tax implications and tight deadlines of these transactions and, through our global networks we bring both local and international tax knowledge to our clients. We address your concerns including:
Structuring the acquisition or disposal of an asset or a company tax efficiently
Identifying potential issues, hidden tax exposures and undisclosed tax liabilities and determining how the issues identified should be dealt with in negotiations, deal execution and post transaction planning
Assessing potential future tax benefits, how they might be impacted by the proposed transaction and the impact on valuation
Achieving tax efficient returns to shareholders on a future exit or refinancing
KPMG offers a range of M&A tax services to corporate and private equity investors to help with domestic and cross-border transactions.
Tax due diligence – identifying the tax exposure of a deal and how it may be mitigated, with a clear focus on risk assessment.
Structuring an acquisition or disposition – advising on the tax consequences of individual acquisitions, joint ventures and divestments in order to help design tax-efficient deal structures.
Transaction documentation reviews – reviewing tax clauses to ensure adequate protection from potential liabilities that may be incurred in the future.
Tax modeling – assisting in forecasting post-deal tax liabilities using business models.
Vendor assistance – preparing vendor side documentation and tax advice on the tax implications of the sale of a business, including pre-deal reorganization measures and settlement of historic tax risks
Post-deal integration - helping clients reconcile their own tax positions and those of the acquired business