MGO CPA

Goal: Do Business Overseas

Transaction Advisory

Strengthen Deal Value From Start to Finish

You’re not just completing a transaction — you’re making high-stakes decisions under tight timelines. At MGO, our approach prioritizes the key value drivers, so you can act with clarity and confidence.

  • Move at deal speed: Transactions don’t follow normal timelines. We operate in “deal time,” delivering rapid insights so you can make critical decisions early and avoid unnecessary costs.
  • Focus on what drives value: We don’t just work through checklists — we identify and validate the 3–5 factors that materially impact cash flow and deal value.
  • Preserve and enhance your position: From value protection on the sell side to value creation on the buy side, we help you avoid value erosion and uncover opportunities others miss.

Work directly with experienced professionals who understand the deal process — no unnecessary layers, faster answers, and more practical insights.

Buy-Side Services

Due Diligence

You need fast, targeted insights — not a checklist. We focus on the issues that can materially impact value and deal outcomes.

  • Identification of key value drivers and risks: Prioritize the 3–5 factors that most directly impact future cash flow.
  • Financial, accounting, and tax diligence: Evaluate historical performance and identify risks that could impact deal value.
  • Quality of earnings (QoE) analysis: Normalize earnings to give you a clear view of sustainable cash flow.
  • IT and cybersecurity diligence: Assess systems, data integrity, and cyber risks that could disrupt operations or integration.
Value Creation

We go beyond diligence to help you understand where value can be unlocked post-close.

  • Margin and operational improvement insights: Provide actionable recommendations aligned to your investment thesis.
  • Cash flow and profitability analysis: Identify what drives performance and where improvements are possible.
  • Cost optimization opportunities: Highlight areas to reduce spend and improve margins.
Deal Structuring and Valuation

Pricing and structure are critical to achieving your return expectations.

  • Tax-efficient transaction structuring: Align deal structure with your financial and tax objectives.
  • Valuation analysis to support pricing decisions: Assess whether the deal price reflects underlying value.
  • Financial modeling and scenario analysis: Evaluate outcomes under different assumptions and deal terms.
  • Sensitivity analysis around key value drivers: Understand how changes in critical factors impact returns.
Integration Planning and Execution

A successful deal depends on what happens after close.

  • Integration strategy and execution support: Develop and implement plans to combine operations effectively.
  • Transition service agreement (TSA) planning: Define interim support needed to maintain business continuity.
  • Cross-functional transition coordination: Align finance, IT, and operations for a smooth transition.

Sell-Side Services

Pre-Sale Readiness and Value Protection

Preparation is key to avoiding surprises and protecting value during the sale process.

  • Mock diligence to identify risks early: Surface issues before buyers do, so you can address them proactively.
  • Identification of potential buyer concerns: Anticipate where buyers will focus and prepare your response.
  • Value protection strategies to prevent deal erosion: Reduce the risk of price reductions or failed deals.
Data Room and Process Management

An organized process builds buyer confidence and keeps deals moving.

  • Data room setup and organization: Structure information for efficient buyer review.
  • Managing buyer requests and diligence flow: Streamline communication and avoid bottlenecks.
  • Supporting responses to buyer inquiries: Help you respond quickly and confidently.
Financial Preparation

Clear, reliable financials are essential to supporting your valuation.

  • Standalone financial statement preparation: Present accurate financials for the business being sold.
  • Carve-out financials and separation support: Isolate performance for divisions or business units.
Transaction Structuring, Tax, and Valuation

How you structure the deal directly impacts proceeds.

  • Structuring for tax efficiency: Enhance after-tax outcomes from the transaction.
  • Valuation support to position and defend price: Strengthen your position in negotiations.
  • Financial modeling and scenario planning: Understand how deal terms affect proceeds and risk.
Carve-Out and Transition Support

Separating a business is complex — we help you do it without disrupting value.

  • Separation planning across IT, finance, and operations: Prepare the business to operate independently.
  • Transition service agreement (TSA) support: Define ongoing support arrangements post-sale.

Advisory Leaders Ready To Serve You

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

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Management Consulting

Assess and strengthen your core business functions to stand out from the competition with support from our experienced professionals.

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M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

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Valuation Services

Whether you are preparing for a transaction, addressing financial reporting requirements, or planning for succession, MGO delivers the insights, experience, and resources to help you move forward with confidence.

International Tax

Bring value home with global tax support

Inbound Corporate Tax

For foreign entities entering the U.S. market we help coordinate business activities by establishing and optimizing import/export deals, avoiding a U.S. taxable presence, or creating an entity. We also support inter-company transactions through collaboration with our Transfer Pricing practice.

Outbound Corporate Tax

We help public and private U.S. entities entering foreign markets. Services we provide include:

  • Coordination with foreign offices/affiliates
  • Foreign tax credit (FTC) planning
  • Anti-deferral regime avoidance
  • Controlled Foreign Corporation (CFC)
  • Subpart F Income Minimization
  • Net Controlled Foreign Corporation (CFC) Tested Income (NCTI), this regime, formerly known as Global Intangible Low-Taxed Income (GILTI), was updated and renamed by the “One Big Beautiful Bill Act” (OBBBA)
  • Passive Foreign Investment Company (PFIC)
  • Earnings and profits (E&P) and dual consolidated loss (DCL) accounting
Flow Through/Private Equity Tax Services

Whether an inbound or outbound entity, we assist private equity, venture capitalists, asset managers, and other investment groups explore and enter global markets. In addition, we help foreign flow through entities invest in U.S. businesses and capital markets.

U.S. Global Employer Services

We assist employers in sending employees abroad (expats) or having foreign employees enter the U.S. (impats). Our services include developing global compensation plans, including pensions, deferred compensation, and stock options; and hypothetical tax computation (hypo-tax) to confirm employers and employees are taking full advantage of totalization agreements.

Supply Chain Management

Our phased approach helps public and private multinationals achieve a tax-efficient supply chain. Services are customizable to each level of a company’s life cycle and are performed in conjunction with our Transfer Pricing practice to confirm functions and profit allocations are appropriate.

International Tax Controversy

We assist taxpayers with international tax audits as well as submission to IRS programs, such as the streamlined filing compliance procedures, Delinquent International Information Return Submission Procedures (DIIRSP), handling specified procedures for waiver requests and delinquent IRS Form 1120-F, and other IRS matters.

Indirect Taxes

Consulting services involve assisting clients with value added taxes (VAT), Goods & Services Taxes (GST/HST/PST), and U.S. customs and duties. We also coordinate with a foreign office – whether an MGO affiliate, foreign law firm, or foreign accounting firm. Our compliance support focuses on assisting clients with foreign compliance calendars.

Foreign Tax Compliance

Consulting support includes OECD Pillar Two modeling for clients and assistance with planning for minimization of worldwide taxation. These services strictly involve income or direct taxes. Our compliance services focus on assisting clients with foreign compliance calendars.

Private Client International Tax

Through our Private Client Services offering, you can close the gap between yourself and cross-border activities. Whether you’re a U.S. citizen with foreign assets or a foreign individual with U.S. assets, our approach includes income tax minimization and transfer tax minimization techniques.

Other International Tax Matters

We provide a wide range of industries with guidance for specific nuances in international tax, including tax-exempt entities, entities operating in the cannabis space, as well as reviewing OECD matters and their implications.

Our promise to you

Limit your global tax rate

Every transaction, whether in-bound or out-bound, creates tax exposure. We’ll help you manage that risk and bring home more profits.

We speak business

With shifting tax laws in every jurisdiction, we have the resources to dive into the details and help you enhance the value of global investments.

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Avoid double taxation

We’ll help you design and implement an effective and defensible transfer pricing policy that saves you time and money.

Take a proactive approach against IRS issues

Mock Audit

Take a proactive stance against potential IRS issues with our transfer pricing mock audit service, IRS Pre CheckUP. Our team conducts a thorough review of your current methodologies, assesses compliance with relevant regulations, and provides a detailed heat map of potential risks. We offer specific recommendations to address problem areas and assist with implementation to help your company be fully prepared in the event of an IRS audit. If you are concerned about exposure, get your IRS Pre CheckUP today.

Learn More

Tax leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Enterprise Business Tax

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State and Local Tax

With varying regulations in every market, reduce exposure and maximize your opportunities to save.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance, credits and incentives can be a powerful tool for fueling your growth.