DHG | Dixon Hughes Goodman LLP > Services > Tax

DHG proactively helps corporate finance and management manage the complexities of an M&A transaction.

A merger or acquisition transaction proposes great opportunity as well as great risk. Nevertheless, the forthcoming value of an M&A deal propels its ongoing activity in the marketplace.

Factors that typically drive M&A transaction volume include:

General company reorganization
Calculated acquisitions by competitors
Attraction of U.S. businesses to foreign buyers
Corporate valuations based on fluctuating market conditions

DHG can help identify solutions to otherwise overlooked challenges.

As M&A tax impacts may materially affect a company’s transaction, it is important to consider the possible issues that may arise should you proceed in merging with, acquiring or disposing of a business entity. Issues may include:

Ordinary vs. capital gain
Legal status of prospective target
Financing structure
Tax attribute remainders
Sales taxes
Transaction costs
Filing requirements
Accumulated liability

Our resourceful professionals collaborate experience and knowledge to help capitalize on opportunity and mitigate risk.

DHG M&A tax professionals proactively help clients deal with the buying, selling, dividing and combining of entities. Our set of comprehensive services include, but are not limited to:

Structuring Taxable and Tax Free Transactions
Buy-Side Due Diligence
Sell-Side Due Diligence
Transaction Cost Analysis
Valuation and Purchase Price Allocations
Buy/Sell Succession Planning

Industries

DHG’s Mergers & Acquisitions services span many industries. Our collaborative service line and industry approach allows us to serve clients in the following industries:

Agribusiness
Education
Government Contracting
Insurance
Private Clients
Real Estate
Transportation & Logistics
Construction
Energy
Healthcare

Manufacturing & Distribution
Private Equity
Retail
Dealerships
Financial Institutions
Hospitality & Restaurants
Not-for-Profit & Governmental
Professional Services
Technology & Life Sciences

Experience

DHG offers significant tax experience in the mergers and acquisitions space. Our well-rounded and resourceful team is highly qualified to meet your M&A tax needs as they apply an integrated service approach which also consists of the experience of our service line professionals. Together, we work side by side with you to provide informative insight and proper solutions that may improve your tax perspective and overall bottom line.

Knowledge Share

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Key Elements of Successful Bank Mergers in 2020

As banks have a continued desire to grow, learn the key elements of successful mergers in 2020 from DHG’s Jon Tomberlin and Heather Wallace.

Made for the Middle Market

Firm Blog | Nov 01, 2019
More About | Private Equity | Transaction Advisory | Mergers & Acquisitions

It’s no secret that M&A is booming in the middle market. Deal activity is at an all-time high, private equity firms hold record amounts of dry powder, and family offices, mezzanine funds and others have joined the ranks of investors looking to deploy capital.

Complex Structures Create Valuation Challenges

Firm Blog | Sep 01, 2019
More About | Private Equity | Transaction Advisory | Mergers & Acquisitions

With the increase in private equity investment activity in recent years, today is an advantageous time to sell a private company. Valuation multiples are elevated, and owners are increasingly able to obtain liquidity. However, as private equity investment has grown, management and ownership structures have become more sophisticated and complex, which has made it more difficult to estimate the value of an ownership interest and created new risks for less sophisticated investors.