ETS Tax Intelligence: Planning for a Successful M&A Transaction

March 27, 2017 Sam Roberts

M&A transaction

Situation

When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes. Continuing from last month’s ETS Tax Intelligence, which emphasized the importance of proper Due Diligence, the second phase in preparing for a successful M&A transaction focuses on Planning/Design.

Solution

Planning/Design is the strategy development phase of the M&A process whereby the most “tax-efficient” structures are revealed and the risks, opportunities, and synergies identified during Due Diligence are quantified.

Value

While unemployment taxes do not often drive decisions relating to the structure of an M&A transaction, pre-transaction management can help shape the timing and final organizational structure. Equifax assists employers in understanding unemployment tax strategies necessary to achieve meaningful tax cost-savings.  For more information, please contact Pete Krieshok at (314) 214-7325 or via e-mail at pete.krieshok@equifax.com.  You can also visit our corporate blog for information on other employment tax matters that might impact your organization.

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