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Deal Structuring & Tax Planning
Optimize transactions structure and tax outcomes to maximize what you keep after the deal closes.
What We Offer
Structure Optimization
Design deal terms that balance risk, liquidity, and control while maximizing economic value.
Tax Strategy Development
Identify jurisdiction, entity, and timing strategies to minimize tax leakage legally and effectively.
Earn-Out and Contingency Planning
Structure performance-based payments that protect both buyer and seller interests.
Closing Mechanics
Coordinate escrow, indemnities, and post-close adjustments to ensure clean execution.
Why It Matters
The difference between headline price and money in your account can be 20-50% depending on structure and tax planning. Founders often accept suboptimal terms because they don't understand the options or tradeoffs. We work with your advisors to build structures that align with your goals—whether maximizing immediate liquidity, retaining upside, or protecting against downside—while staying compliant and defensible. This work turns good deals into great outcomes that last.
Additional Benefits
You get proven approaches that have reduced effective tax rates to 2.5-8% and increased net proceeds by tens of millions across mandates. We anticipate buyer pushback and build in protections upfront, coordinate seamlessly with legal and accounting teams, and ensure every dollar is structured for maximum retention. The result is confidence that you've captured all available value, not left it on the table during negotiations.
