© 2021 RSM Canada Operations ULC. All rights reserved.
Tax advisory and structuring
The right skills and experience to optimize your transaction
Behind the scenes in any business transaction is an array of intricate decisions that can affect the outcome of the deal. If certain loose ends are not addressed, they could ultimately diminish the value of a sale or acquisition. One of the critical elements affecting deal outcome is how well a deal was structured to maximize tax efficiency and minimize any potential tax liabilities.
RSM Canada’s tax advisory team is focused on collaborating with clients to design transactions that meet their business objectives. Our professionals take time to coach clients on the importance of tax structuring in the deal process, which includes a review of critical decision points that occur along a normal transaction timeline. As a result, our clients are better prepared to make solid, well-informed decisions by anticipating what tax aspects of the deal the other party will be focused on.
For prospective buy-side clients, our team takes a deep dive into a target company’s federal, provincial and local tax, and international profiles, looking for any negative exposures a purchaser might inherit in a transaction as well as synergies and benefits. This information helps our clients negotiate better terms in a prospective deal, such as a more favorable purchase price or escrow contributions by the seller to cover the potential tax liability; it also helps to integrate the acquisition more positively into its business plan.
On the sell side, we strive to identify and resolve any tax risks our clients may have before their business is put on the market. This helps make the company more attractive to prospective buyers as well as to highlight tax benefits, such as tax step-ups, current amortizable intangibles, or federal and provincial tax credits that a potential buyer can utilize in the future.
Due to our substantial experience working with clients across a wide range of middle market industries, we know that there is no one-size-fits-all deal structure or tax solution. Because the dynamics of each deal, the companies involved and external market factors are different from one transaction to the next, we collaborate with our clients to integrate the intimate business knowledge they possess with our accumulated tax and industry experience to customize structuring and tax recommendations that best align with their goals for the transaction.
In this fast-paced environment, buyers and seller alike need an adviser who thinks ahead and can rapidly respond to changing needs. At RSM, we build strong relationships based on deep understanding of what matters most to our clients. Our strong, collaborative approach differentiates us. We will strive to truly understand you, your strategies and your aspirations, and endeavor to be considered the adviser of choice to your business. Let RSM's experienced advisers help guide you through your deal structuring and transaction tax planning needs.