Mergers & Acquisitions Tax
Structure Smarter Deals. Maximize Tax Benefits. Minimize Risk.
Brook & West provides expert tax consulting for mergers, acquisitions, and business restructuring. From due diligence to deal execution, we help you navigate complex tax implications with confidence.
Make Every Move a Strategic One
Mergers and acquisitions can be powerful tools for growth, but without proper tax planning, they can also bring unexpected costs, liabilities, and compliance issues. Whether you’re buying, selling, or restructuring, Brook & West partners with you to develop a tax-efficient strategy that protects your interests and sets your business up for long-term success.
What We Do
Our team guides you through every stage of the transaction—before, during, and after—with a focus on minimizing risk, uncovering tax-saving opportunities, and ensuring long-term compliance.
Our Process
At Brook & West, we take a strategic and structured approach to every M&A engagement, whether you're buying, selling, or restructuring. Our process ensures clarity, compliance, and tax efficiency from start to finish.
Step 1: Initial Consultation (Strategy Session)
$ 400
- Includes Domestic Single Entity
- $500+ for complex, cross-border, or enterprise-level transactions
- Deal overview and tax exposure conversation
- High-level structuring guidance (asset vs. stock sale, entity implications, etc.)
- Questions answered about tax impact, compliance, and next steps
- Determination of services needed (due diligence, structuring, integration, etc.)
- 100% of the consultation fee is credited toward your full engagement if you retain services within 7 days.
Step 2: Engagement Proposal
$ Varies
- After the consultation, you'll receive a detailed proposal that outlines:
- Scope of work tailored to your transaction
- Fixed-fee pricing for transparency
- Timeline and deliverables
- A formal engagement agreement to get started
Step 3: Retainer & Kickoff
$ Varies
- Once the agreement is signed and payment is received, your case moves forward with:
- A dedicated tax consultant
- Onboarding checklist and document request
Step 4: Pre-Deal Strategy & Tax Planning
$ 1200+
- We help you structure the transaction for maximum tax efficiency—evaluating asset vs. stock sales, exit strategy timing, and readiness for acquisition or expansion.
Step 5: Entity Structure & Optimization
$ 800+
- We review your current legal entity setup and recommend changes (if needed) to support a smoother, tax-favorable transaction.
Step 6: Tax Due Diligence (Buy-Side or Sell-Side)
$ 1500+
- We evaluate tax risks and liabilities, review past filings, and flag issues that could affect valuation or negotiations. Crucial for buyers and sellers.
Step 7: Asset vs. Stock Sale Tax Impact Analysis
$ 750+
- We compare the tax consequences of different deal structures and recommend which is more favorable based on your position
Step 8: Purchase Price Allocation Support
$ 500+
- We help allocate the transaction price among assets, goodwill, and liabilities in a way that aligns with tax regulations and supports both parties' filing obligations.
Step 9: Post-Transaction Compliance & Integration
$ 1000+
- We support you after the deal closes by helping with tax compliance setup, reporting transitions, and maximizing use of tax attributes (like NOLs).
Step 10: Ongoing Advisory or Monitoring (Optional)
$ Varies
- For larger, multi-entity, or cross-border deals, we offer ongoing support after integration, monitoring compliance, advising on future filings, and helping you stay audit-ready.
Full M&A Tax Consulting Package
$ 3500+
- Includes all the above, bundled with fixed pricing and a dedicated consultant from start to finish.
M&A Prices
Service | Start-Up | Small | Mid-Size | Large | Enterprise |
|---|---|---|---|---|---|
Pre-Deal Strategy & Tax Planning | $1,200 | $1,500 | $2,000 | $2,500 | $4,000+ |
Entity Structure & Optimization | $800 | $1,000 | $1,200 | $1,800 | $3,000+ |
Tax Due Diligence | $1,500 | $2,000 | $3,000 | $4,000 | $6,000+ |
Asset vs Stock Sale Tax Impact Analysis | $750 | $950 | $1,200 | $1,500 | $2,500+ |
Purchase Price Allocation Support | $500 | $650 | $800 | $1,000 | $2,000+ |
Post-Transaction Compliance & Integration | $1,000 | $1,500 | $2,000 | $2,800 | $5,000+ |
Full M&A Tax Consulting Package | $3,500 | $4,500 | $6,000 | $8,500 | $12,000+ |
Complex M&A Tax Consulting
Service | Starting Fee |
|---|---|
Multi-Entity Acquisition (2-3 entities) | $7500-$10,000 |
Multi-Entity (4+ entities) | $10,000-$15,000+ |
Cross-Border M&A (1 foreign jurisdiction) | $8,000-$12,000 |
Cross-Border (2+ countries involved) | $12,000-$18,000+ |
Healthcare or Fintech Industry Deal | $7,000-$10,000 |
Real Estate or Hospitality M&A | $6,500-$9,000 |
E-Commerce or SaaS Business Acquisition | $6,000-$8,500 |
Asset Sale with Compex Allocation (10+ classes) | $4,500-$6,500 |
Post-Transaction Tax Integration (multi-state) | $5,000-$8,000 |
Full Cross-Border Lifecycle Bundle | $15,000-$25,000+ |
Sensitive Tax Structuring (international tax treaty usage, 338 elections, repatriation strategies) | Additional $2,000-$4,000+ |
Why Choose Brook & West?
- Fixed, transparent pricing with no hourly surprises
- Full-cycle support: strategy, due diligence, filing, and integration
- Experts in federal, state, and local tax compliance
- Trusted by buyers, sellers, and business advisors nationwide
- Custom quotes available for complex or multi-jurisdictional deals