transactional planning

Our goal is to minimize tax costs while helping clients identify and structure business and legal strategies. To do this we clarify federal, state and local tax issues and develop innovative tax solutions throughout the business transaction process.

representative experience

  • Restructured taxable stock purchase transaction with public company buyer to qualify as tax-free forward triangular merger
  • Advised on appropriate tax structure for complex sale of North Carolina target to publicly traded oil and gas company
  • Assisted private equity fund with tax planning in connection with multiple portfolio company acquisitions