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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How CECL Impacts Acquisitive Banks

Reprinted with permission from BankDirector.comBank buyers preparing to review a potential transaction or close a purchase may encounter unexpected challenges.

Lessons Learned from Mergers of Equals and Other M&A Risk Management Considerations

Publication | Jul 12, 2019
More About | Regional and Community Financial Institutions | Mergers & Acquisitions

A competitive lending landscape and demand for deposits are a couple of reasons why institutions consider a merger of equals or an acquisition; however, institutions should be fully prepared to conduct a thorough due diligence. The following are a few tips for consideration as your institution contemplates or prepares for a strategic merger.

Credit Due Diligence Is Even More Important Now

Reprinted with permission from BankDirector.comWith loan quality generally viewed as benign while M&A activity continues into 2019, is any emphasis on credit due diligence now misplaced? The answer is no.With efficiency driving consolidation, bank boards and management should not be tempted to take any shortcuts to save time and money by substituting credit quality through recent loan reviews and implied findings of regulatory exams.