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Major cross-border transactions, such as mergers and acquisitions (M&A), often involve overcoming a variety of tax-related challenges across multiple jurisdictions. RSM’s global M&A Tax teams provide an integrated, full-service approach that can support you through all the steps of a transaction and its subsequent implementation. Whether you are planning to sell your existing operations, to acquire a new business, to perform a merger, joint venture, or IPO, or to raise additional finance, we can advise and support you.
Buy-side advisory services
By carefully analysing the target company's tax profile and structure, prospective buyers can make informed decisions that safeguard their financial interests and facilitate a smooth post-merger integration.
As part of the tax due diligence process, RSM’s Global M&A Tax specialists work with you to analyse significant historical and potential tax risks, and then develop strategies to manage those risks. Within our global teams we have specialists in the key areas of:
- Corporate income tax
- Wages and payroll taxes
- Value added tax, sales tax, indirect tax and customs duties
- State and local taxes
- Property transfer taxes
- Transfer pricing
Combining an in-depth knowledge of complex global tax issues with a thorough understanding of your global tax objectives, RSM’s dedicated M&A Tax professionals can help you navigate the tax complexities of a potential acquisition and recommend the optimal structure for the transaction that maximises your potential opportunities and minimises risks.
By modelling the structure of a business acquisition, we can help you maximise the profitability and business value throughout the investment lifecycle, including any potential exit to help position you to achieve maximum value for your purchase.
Sell-side advisory services
We perform sell-side due diligence to equip the company with a comprehensive understanding of its tax exposures and opportunities, realising risk reduction, transaction acceleration, and price maximisation.
RSM aims to ensure any potential complexities are uncovered before buyer due diligence, potential tax risks and exposures are identified, and the available mitigation and remediation options have been evaluated to protect transaction value. This includes:
- Historical income tax liabilities
- Pre-sale tax structuring assistance
- Tax modelling and tax benefit analysis
- Transaction cost analysis
- Tax attribute review
- Tax step-up quantification
We combine in-depth knowledge of complex tax issues, a comprehensive understanding of your specific tax objectives and a future-focused perspective on the global M&A tax landscape to:
- Help you to navigate the tax complexities of a potential sale
- Recommend optimal transaction structures
- Maximise profitability and business value throughout the divestment lifecycle
- Model business sale structures to enhance overall value
- Position you for maximum value realisation during exit
Transaction integration and corporate restructuring services
We provide assistance with the calculation and allocation of purchase price in a taxable asset when acquiring or selling a business.
Multinational transactions may trigger various tax filing and tax reporting obligations in multiple jurisdictions, particularly where the transaction structure is complex and multi-layered. RSM’s global team of M&A Tax experts can help you to navigate tax filings and reporting to ensure a smooth transaction, minimising any tax risk associated with missed obligations.
Identification of the occurrence and impact of an ownership change in an M&A transaction or other equity transaction, and potential impacts on availability of tax attributes post-transaction.
Cross-border tax consulting related to post-acquisition integrations, including the cross-border tax impact of internal reorganisations, legal entity rationalisation, intellectual property planning, and other transaction-related services.
Tax advisory services related to public company readiness, including IPO readiness and SPAC readiness tax advisory
Assisting in maximising the value of tax attributes and minimising the current taxation on the cancellation of indebtedness income to achieve significant tax savings.
When undertaking M&A, tax implications are one of the first aspects that must be considered as part of the business decision-making process. With cross-border transactions, this becomes even more important. International tax issues are complex and require extensive local knowledge, experience, and expertise within the range of countries that the business team operates.
The RSM Global M&A Tax experts provide a unique offering with a virtual team dedicated to supporting globally acquisitive middle market business leaders.
“As organisations expand globally, whether through M&A or organic growth, optimising tax structures and unlocking value through tax efficiency are critical to long-term success.”
Who we help?
Without doubt, the success of a transaction can be significantly influenced by the extent and quality of the due diligence undertaken. Tax due diligence is a key aspect of the overall investigation into a transaction and RSM has earned a reputation for providing timely, relevant and value-added due diligence reports and advice.
RSM’s specialist teams comprise individuals who are deeply experienced in providing due diligence for:
- Investors, banks, and private equity houses e.g, when considering funding of a management buy-out
- Corporate acquirers, including, where relevant, supporting the needs of their funders
- Vendors (vendor assist or vendor due diligence), used to identify potential issues for the seller and reduce the risk of these being used by a purchaser to seek reduction in a price negotiation
