Tax due diligence

Due diligence serves to reassure potential buyers or future business partners that their investments and relationships are financially sound and profitable, while ensuring that there are low levels of associated risk across the entire organisation. Our team have a thorough understanding of both the acquisition and vendor due diligence process, as well as the information required to determine the organisation’s overall health. The scope of our work is tailored and agreed to suit the specific circumstances and requirements of a client and/or transaction.

We understand ambitious and entrepreneurial management teams, as well as the needs of the large corporates, city institutions, private equity and other investors. This makes us the ideal choice to bridge those worlds and manage the differences in culture and business practice that inevitably arise in transactions.

Whether you are engaged in a private equity or a capital market transaction, you will work with a specialist team that understands your commercial needs. The reports you receive will be issues-led and include the expert opinion and analysis of the leading partner on your engagement. We go beyond one-size-fits-all to bring you a flexible report designed to meet your specific requirements.

While we are a standalone team providing focused on tax due diligence, we work very closely with our colleagues in the Transactions services and capital markets teams. We also provide bid-support services and advise on the tax aspects of accountant reporting obligations.

Our approach is flexible and will be tailored to your needs. You can commission high-level diligence and red-flag reporting or a comprehensive exercise - or anything in between. We will also tailor our approach to take account of less material jurisdictions or discrete areas, such as those relevant to a specific sector or private equity backing.

Our tax due diligence and structuring services include:

Pre-acquisition planning, including sell-side carve-out restructuring
Post-acquisition integration/optimisation services
Tax due diligence, both buy side and sell side – full scope, restricted scope and red flag reports
Tax leakage M&A
Tax modelling and tax benefit analyses
Tax planning for bankruptcies and restructurings
Tax structuring of mergers and acquisitions, dispositions and carve-outs.