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M&A Tax
Advisory Services

Confidence and Value in M&A

Mergers and acquisitions are complex transactions that present risk and opportunity at every stage. We can help you limit exposure and optimize value through comprehensive M&A tax planning and support. How can we help you grow?

M&A Tax Services

Maximize Potential Throughout the Transaction Lifecycle

Acquiring, selling, or restructuring an organization presents tax challenges and opportunities at every stage. Managing a transaction’s tax impact is an often-overlooked but deeply impactful element of the M&A process. Strategic M&A tax planning presents an opportunity to seize tax benefits, uncover hidden exposures, and deliver significant financial savings.

Leveraging these opportunities, and mitigating subsequent risks, requires detailed knowledge of the complex tax landscape surrounding the deal. MGO offers a dedicated M&A tax team capable of supporting you through every stage of a deal.

We create custom, strategic transaction plans to help you:

  • Manage due diligence
  • Evaluate tax attributes
  • Ease tax exposure during incorporation
  • Determine availability of net-operating-loss carry forwards
  • Gauge the financial impact of tax deductions
  • Identify hidden tax exposures and risks
  • Support the tax-free qualification of a transaction
  • Deliver spin-off structuring and documentation
  • Support post-transaction planning

Specialized Services

Comprehensive M&A Tax Planning support.

Specialized Services

Comprehensive M&A Tax Planning support.

M&A Tax Services
Buy-side and sell-side tax due diligence
Buy-side and sell-side tax structuring and modeling
Reorganization and workout
NOL and attribute analysis (Section 382; SRLY)
Workout and debt analysis – debt v. equity; 163(j); OID; COD income
Section 280G analysis
E&P and basis studies
Section 1202 analysis/QSBS qualification
Structure Implementation
Ideas & Insights

Emerging Perspectives on M&A

The complex and evolving nature of tax codes – at International, Federal, and State and Local levels – creates opportunities to gain competitive advantage for the proactive and well-informed.


Raising Capital: Navigating Tax Challenges When Classifying Debt Versus Equity

High interest rates, inflation, and tightening of the credit markets have created a new landscape for capital raises. See our guidance on optimizing tax…

Chapter 7

M&A Tax: Securing Value Before the Deal Goes Down

Taking a proactive stance toward understanding and maximizing tax incentives, and mitigating tax liabilities, is one of the most essential steps in driving…

Special Report

M&A Field Guide: Success Strategies for Turbulent Times

In an era defined by social and economic turbulence, cannabis M&A deals are about strength and survival. Access our complete guide to strategy, best…


California Taxpayers to Benefit from Expanded SALT-CAP Workaround, Corporate Breaks

On February 9, 2022, Governor Gavin Newsom signed SB 113, enacting several taxpayer-friendly updates for 2022.


Understanding the Made in America Tax Plan

After much speculation about whether the Biden Administration would prioritize the tax code changes proposed during the 2020 election campaign, President…

Chapter 8

Greater Than the Sum of its Parts: Keys to Post-Merger Integration

Post-merger integration cannot be treated as an after-thought, integration considerations must play a central role throughout the M&A process…

Chapter 4

Structuring Transactions to Maximize Value

Optimal structuring of an M&A deal can drive value and limit exposure against liabilities…

Chapter 6

M&A Due Diligence: Manage Risk and Protect Value

Carefully verifying the financial and operational information provided by the Target company helps ensure the quality and fairness of a deal and reduces the…

M&A Tax Services

Great People Define Our Success

Our people are the cornerstone of our success: a proven team of CPAs and Advisors with expertise in fields that range from finance, audit and accounting to performance management, technology and cybersecurity.

Discover what makes MGO a truly uncommon firm, our people.

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How Can We Help?

Everyday we help investors, businesses, and other organizations assess risk and maximize the value of transformation mergers and acquisitions. How can we help you today?