Transaction Advisory Services

Prosperity Partners mergers and acquisitions team will be your tax experts as you navigate the complicated process of buying or selling a business. We’ll serve as your trusted advisor, helping you stay focused on what matters most — achieving the best outcome for your business and stakeholders.

A liquidity transaction is the defining event in a business’s lifecycle and smart tax planning can materially improve economics. Our team advises business owners on optimal deal structure, models the tax implications of transaction alternatives, and advocates throughout the stressful process.

Our Transaction Advisory Services include:

  • Pre-Transaction Tax Planning and Restructuring
  • Transaction Structuring and Letter of Intent Review
  • Buy-side and Sell-side Tax Due Diligence
  • Rollover Equity Structuring
  • State and Local Tax Advisory and Optimization
  • Golden Parachute and Executive Compensation Computations and Analysis
  • Net Working Capital and Indebtedness Review
  • Purchase Price Allocation Analysis
  • Closing Schedules and Balance Sheets Preparation and Review
  • Post Transaction Tax Planning
  • Post-Transaction Tax Compliance and Reporting Support

Moshe Bass
Chicago
303 West Madison St
Suite 950
Chicago, IL 60606
Phone: (312) 461-0514

Together, let’s chase new horizons, create fresh opportunities, and shape a future where prosperity knows no bounds.

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