Due
Diligence
Get the Insight
Many of our clients struggle with Tax Due Diligence. Property tax, sales and use tax, and severance tax are growing more complex each year with taxability varying widely by jurisdiction.
Tax implications greatly impact any merger, acquisition, or divestiture. In fact, they can at times make or break a deal. At Crest, we conduct a comprehensive investigation, identifying potential tax exposures or tax benefits. The results of the process provide the necessary information our clients need to make an informed business decision. The investigation assures that any associated tax issues are uncovered and considered. As part of the due diligence process, we analyze tax liabilities, compliance tax payments, pending appeals, pending tax lawsuits, future refunds or credits and rollback tax issues, tackling the complexities of multiple jurisdiction involvement.
Whether it pertains to an asset or property purchase or the merger or acquisition of a company, our team creates a tax risk analysis of material tax issues, tax estimates, and a report of future benefits/liabilities. For you deal makers, this gives you time to pivot or build those valuable insights and factors into your negotiations. Many times, we discover tax incentives and exemptions for a potential acquisition or expansion which provides an upside for any deal. We believe and support that knowledge is power and we want to be an essential part of your due diligence checklist.
