Transaction Support & Due Diligence
Buying, selling, or restructuring a business is a high-stakes moment — and tax issues can either protect your deal or put it at risk. Our CPA team delivers transaction support and due diligence designed to uncover exposures, optimize deal terms, and maximize return on investment. With clear tax insights at every stage, we help you close smoothly and confidently.
Why Transaction Support & Due Diligence Matter
A deal can look perfect on the surface — but hidden tax liabilities or inefficient structures can erode value once the ink dries. Without proper due diligence, you risk surprises that lead to renegotiations, compliance issues, or even failed closings.
Our CPA-led transaction support ensures you enter negotiations with clarity. From identifying tax exposures to structuring agreements, we provide the insights you need to protect your position and strengthen your leverage. The result? Faster closings, fewer surprises, and higher long-term returns.
What’s Included
Comprehensive tax due diligence
Support for tax-efficient deal structuring
Agreement review and risk analysis
Coordination with legal and financial advisors
Post-transaction compliance guidance
We Help With
Undiscovered tax exposures
Compliance gaps overlooked during negotiations
Inefficient or unfavorable deal terms
Lack of clarity on tax implications of the transaction
Explore More Tax Planning Services
Transaction support is most effective as part of a complete tax strategy. Explore other services in our Tax Planning category:
- Year-round Tax Strategies — minimize liabilities and maximize savings year-round
- Succession Planning — smooth transitions that protect your legacy
- M&A Tax & Deal Advisory — maximize value in mergers and acquisitions
- Business Valuation — accurate valuations that drive smart decisions
- International Tax — cross-border expertise for global operations
FAQs: Transaction & Due Diligence Support
A CPA helps you avoid overpaying taxes and build a strategy that supports your financial goals. Here’s what you need to know about tax filing, planning, and audit representation —whether you’re in New York or anywhere in the US.
What is tax due diligence in a transaction?
It’s the process of reviewing a company’s tax history, compliance, and potential exposures before finalizing a deal. Due diligence ensures there are no hidden liabilities that could reduce value after closing.
When should I involve tax advisors in a transaction?
Ideally at the start of negotiations. Early involvement allows us to identify risks, model scenarios, and structure terms that are tax-efficient from day one.
Do you work with both buyers and sellers?
Yes. We support buyers by uncovering exposures and optimizing structures, and we assist sellers by preparing tax documentation that builds confidence and strengthens negotiation positions.
How does transaction support differ from M&A advisory?
M&A advisory focuses on strategy and integration for larger, often complex deals. Transaction support zeroes in on due diligence and tax-specific risk analysis to protect and maximize the value of any deal, regardless of size.
Can you coordinate with my legal and financial advisors?
Absolutely. We work hand-in-hand with attorneys, bankers, and consultants to make sure tax insights are fully aligned with the overall transaction strategy.
