Transaction Tax Advisory

BRG Transaction Tax Advisory Experts

BRG’s specialized tax professionals advise companies of all sizes through both simple and complex transactions, business expansions, and other lifecycle events such as bankruptcies and debt restructurings. We work hand in hand with clients to assess and advise on tax-planning strategies, leveraging extensive experience from backgrounds in both corporate accounting and Big Four advisory firm settings.

In addition to their expertise with tax due diligence, tax efficiency structuring, and tax scenario modeling, our professionals navigate complicated domestic and international tax codes, ensuring that each service and process is specialized to the needs of the client. Our nationally recognized leaders partner with clients to drive optimized results that are practical and tested. BRG’s approach leverages “Big Four national office” capabilities across a broad cross-section of clients, from lower-middle-market to Fortune 500 companies.

For bankruptcy and turnaround tax matters, we extend our practical approach to assist stakeholders to recover committed capital while reducing tax costs. Our professionals have decades of experience and have served as both debtor and unsecured creditors’ committee (UCC) advisors on high-stakes, high-profile cases, accumulating experience unique to companies that are aiming to avoid bankruptcy or have sought bankruptcy court protection.

BRG’s full suite of tax-related services includes:

• Tax Due Diligence
  • Buy- and sell-side
  • Debt placement
  • Taxable asset
  • Partnership acquisitions
  • Taxable stock acquisitions (both S and C corp targets)
  • Debt restructurings
  • Identification of post-closing tax opportunities

• Tax Structuring
  • Stock versus asset comparisons
  • Creation of tax shield
  • Tax attribute preservation and utilization
  • Tax-deferred strategies
  • Post-merger integration
  • Intellectual property planning
  • Supply chain planning
  • Entity rationalization
  • Debt push-down
  • Cash repatriations
  • Asset consolidation and restructuring

• Bankruptcy Tax
  • Debtor and UCC tax advisory
  • Tax claims management and defense
  • Emergence planning
  • Tax-asset preservation
  • Tax minimization through plan administration