Mergers & Acquisitions Tax Services

Helping buyers and sellers move with confidence.

Every transaction has tax implications that can significantly impact its success. From acquisitions and business sales to complex ownership transitions, understanding those implications early can help you avoid surprises, protect value, and understand the financial impact of every decision.

Tax strategy begins long before closing.

By the time purchase agreements are being negotiated, valuable planning opportunities may already be gone. Our team works with clients before, during, and after a transaction to evaluate tax implications, identify risks, structure deals efficiently, prepare for successful ownership transitions, and align transaction strategies with personal wealth, estate, and charitable giving goals. Whether you’re acquiring your first company or preparing to sell a family-owned business, proactive planning helps create better outcomes.

Challenges we help clients navigate:

Unexpected tax liabilities
Identify hidden risks long before the purchase agreement is signed.
Complex deal structures
Optimize the transaction framework to align with your goals.
Understanding walk-away value
Gain a clear understanding of your true after-tax proceeds.
Buy-side tax due diligence
De-risk the acquisition by uncovering potential hurdles early.
Negotiating tax implications
Support your position with data-driven insights.
Entity structuring decisions

Structure your business to support long-term goals while remaining tax efficient today.

Supporting every stage of the transaction.

Successful transactions require coordination, planning, and experienced advisors who understand how each decision affects the overall deal. Redpath’s M&A Tax professionals support clients throughout the transaction lifecycle, including:

  • Pre-transaction planning
  • Buy-side tax due diligence
  • Sell-side transaction planning
  • Estate, charitable, and wealth transition planning
  • Entity structuring
  • Purchase agreement review
  • Tax modeling and cash flow analysis
  • Purchase price allocation
  • Tax-efficient ownership structures
  • Post-close tax planning
  • Coordination with legal and financial advisors

At every stage of the transaction, from the letter of intent through post-close integration, our team provides practical guidance that supports successful outcomes.

Tax is only one part of a
successful transaction.

Buyers and sellers often need more: valuation professionals, transaction advisors, state and local tax specialists, estate planners, strategic finance professionals, and audit specialists all working together. Instead of coordinating multiple firms, you gain one trusted relationship with a connected team of experts who work together across every phase of your deal.

Outcomes we deliver:

  • Fewer surprises before, during, and after closing
  • Tax-efficient deal structures that support long-term goals
  • Clear understanding of after-tax transaction proceeds
  • Protection from inherited tax liabilities
  • Coordinated guidance across the entire transaction lifecycle
  • Practical advice that helps transactions move forward

FAQs

Ideally, tax planning should begin well before you expect to sell your business. Starting early gives you more time to evaluate deal structures, understand potential tax implications, address existing issues, and consider strategies that may improve your after-tax proceeds.

Buy-side tax planning helps purchasers understand potential tax exposures, evaluate deal structure, and identify opportunities that may affect the economics of an acquisition. Sell-side tax planning focuses on preparing for diligence, evaluating the tax implications of the transaction, and helping owners understand what they may ultimately retain after taxes.

Your entity structure can have a significant impact on how a transaction is taxed and the amount you ultimately retain after the sale. Reviewing your structure before a transaction can help identify potential tax consequences and planning opportunities while there is still time to act.

Tax due diligence examines a company’s historical tax filings, positions, and potential exposures to identify issues that may create liabilities after closing. For buyers, this can uncover risks that influence deal structure, valuation, negotiations, or purchase agreement protections before the transaction is finalized.

You may also be interested in:

Transaction Advisory Services

Helping buyers and sellers navigate transactions with clarity and confidence.

Business Valuations

Independent business valuations that support informed strategic and financial decisions.

Business Tax

Helping businesses minimize tax exposure and plan for long-term success.

Our M&A Tax Team

  • John Kammerer, CPA

    Partner

    Strategic Tax Leader

    About John :

    I spend most of my time helping clients proactively plan for their taxes, weighing current cash flow against long-term consequences, and factoring in eventual exit strategy. Whether that’s a family transition, management buyout, or third-party sale. I’m also one of the tax partners responsible for monitoring current tax law and court cases. I work with our M&A team on entity structuring and sales analysis, helping buyers and sellers understand how deal terms translate into cash and timing.

    Education: B.S., Accounting, Winona State University

    Professional Affiliations & Community: Treasurer, S Corporation Association (Washington, D.C.); Redpath and Company Board of Directors

    Fun Fact: With five kids in the house (lacrosse, football, gymnastics), most of my time outside of work is spent at the sidelines. In addition, I admit I’m “a little boring” and I read tax articles for fun!

    Contact John :

  • Lavanya Premkumar, EA, MST

    Director

    About Lavanya :

    Lavanya Premkumar is a Tax Director in the M&A Tax practice, with extensive experience advising clients on complex domestic transactions. She specializes in buy-side and sell-side tax due diligence, transaction structuring, tax modeling, and strategic M&A tax advisory. Lavanya has worked with private equity clients, founder-owned businesses, and corporate clients across a range of industries, helping them navigate technical tax considerations and optimize deal outcomes.

    Her experience includes analyzing entity structure, modeling after-tax proceeds, evaluating federal and state tax exposures, purchase agreement review, and advising on purchase price allocation and other transaction documentation. Prior to her current role, Lavanya worked in Big 4 public accounting, where she supported middle-market and large corporate clients on transactional and ongoing tax matters.

    Education: B.S., Business Management, Northern Illinois University; M.S.T., Northern Illinois University; M.B.A. (in progress), University of San Francisco

    Professional Affiliations & Community: IRS Enrolled Agent

    Fun Fact: I grew up in the Democratic Republic of the Congo and speak four languages.

    Contact Lavanya :

  • Christina M. Brooks, CPA, MBT

    Managing Director

    About Christina :

    Clients come to me for general federal and state tax compliance and planning, as well as transactional tax work such as restructurings, business succession planning, both buy-side and sell-side tax structuring and tax due diligence. With 18 years in public accounting, I work collaboratively with attorneys, bankers, management teams, and other advisors to help clients navigate complex deals and achieve their strategic objectives.

    Education: B.S., Accounting, University of St. Thomas; Master of Business Taxation, Carlson School of Management, University of St. Thomas

    Professional Affiliations & Community: AICPA

    Fun Fact: I’m a big Minnesota Vikings fan, and one of my favorite memories is seeing the Minneapolis Miracle live at U.S. Bank Stadium.

    Contact Christina :

No matter where you are in the transaction process, our M&A Tax team helps you understand the tax implications, reduce risk, and make informed decisions before the deal is done.

Ready to navigate your transaction with confidence?