Transaction Advisory

San Jose Transaction Advisory Services

Our Transaction Advisory Team works with private equity firms, hedge funds and corporate acquirers to identify and maximize value when investing in or divesting of a business interest. While financing for new transactions in the current market remains challenging, the Group’s comprehensive understanding of underlying financial and tax issues coupled with the ability to identify opportunities for operational improvement provides a competitive advantage for clients seeking to maximize investments.

Our Transaction Advisory Team members have extensive experience in corporate formations, acquisitions, dispositions and reorganizations. Collectively, the Group offers more than 100 years of experience related to these types of services. Its members pursue varying continuing education courses to stay current on the tax issues affecting their clients, including attending both national and local tax seminars.

Among the services available through our Transaction Advisory Team are:

  • Planning for maximum tax efficiency in the acquisition, disposition or reorganization of a business

  • Due diligence services

  • Analysis of entity types to minimize tax liabilities

  • Planning to maximize tax efficiencies in a multi-national or multi-state level

  • Examination of various accounting methods or accounting periods to promote optimum returns for both tax and operational purposes

  • Integration and optimization of tax department processes and technologies

  • Assistance by filling interim management positions, when required, and provide support for compliance needs

Contact Global Tax Advisers to learn more!