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Why Early Planning and Independent Sell-Side Advisory Matter More Than You May Think

Mergers and acquisitions are complex transactions that require careful planning and execution. One critical component of any M&A deal is navigating the tax obligations of both parties. In 2024, changes in tax regulations, evolving global economic conditions, and new compliance requirements are reshaping the tax landscape for M&A transactions.

In today's market, navigating the complex tax landscape and adopting a strategic approach are indispensable for unlocking value and ensuring the success of M&A transactions.

After a slow year, the landscape of Mergers & Acquisitions (M&A) appears poised for a significant surge. With global economies stabilizing post-pandemic and a renewed sense of optimism prevailing in the business world, companies are gearing up to capitalize on strategic opportunities and drive growth through acquisitions.

Despite merger and acquisition activity being down in early 2023, there are still many companies being bought and sold. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction might be taxed under current tax laws.

Since the inception of the Paycheck Protection Program (PPP), there have been many questions around the taxability of loan proceeds. As we approach the end of the year, it is imperative to consider the details of your PPP loan in regard to year-end tax planning.

The Small Business Administration's (SBA) Paycheck Protection Program (PPP) has been seen as a lifeline for small businesses impacted by the COVID-19 pandemic, with the most significant benefit being that up to 100% of the loan is eligible for forgiveness.

On April 6, 2020 Massachusetts Governor Charlie Baker and First Lady Lauren Baker announced the establishment of a COVID-19 Relief Fund to assist Massachusetts residents who have been most impacted by the Coronavirus pandemic.

Do you have a succession plan for your business? Having a clear succession plan is in the best interest of business owners’ families and their employees. However, there’s someone else who holds a key interest in the longevity of your company—your  lender.

You've likely heard about the U.S. Supreme Court's decision in the South Dakota vs. Wayfair, Inc. case, and its impacts on the e-commerce industry, consumers, and state and local governments. The June 2018 ruling overturned decades of precedent when it comes to the taxation of revenue from out-of-state sales, allowing states to collect tax where they previously could not. 

But did you know that the ruling will also impact buyers and sellers of businesses?