When it comes to selling a company, we know every seller wants to shorten the deal process, improve the chances of a successful closing, and maximize post-tax proceeds. Whether through pre-sale tax restructuring or fixing tax issues that may put off potential buyers, Leo Berwick professionals work hard to ensure your exit is a success.

What We Can Do For You.

Pre-Sale Tax Structuring

We’ll structure the transaction with a view to maximizing your after-tax proceeds. This includes tax modeling and running calculations to assist in the decision-making process.

Sell-Side Tax Due Diligence

Sell-side tax diligence on your company, if done early, can help uncover and fix tax issues that could put off potential buyers and impact your selling price. We’ll perform mock tax diligence calls with your management and tax preparers to guarantee there are no curveballs throughout your deal process.

Dataroom Prep

We’ll help populate the dataroom to make sure that it’s complete while not providing unnecessary information.

Tax Fact Book

We’ll prepare a presentation that summarizes your company’s tax profile and background to help expedite a potential buyer’s due diligence process.

Purchase Agreement Review

We work with your legal advisor to make sure the transaction documents (e.g., stock purchase agreement, asset purchase agreement) are executed in a way that’s best for you from a tax perspective.

Let’s work together.

You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.

That’s Leo Berwick. The first call you make for any deal.