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TAX-EFFICIENT TRANSACTION STRATEGY

Plan for the Future
and avoid negative tax consequences

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How will you turn your existing business into capital that you can invest, either in your retirement or in the next business opportunity? Transaction strategy is all about planning for that event and executing that plan.

Successful execution of transaction strategy lies in balancing the goals and expectations of both parties, and taxation is a key part of those expectations. MiddletonRaines+Zapata  bridges the gap between the buyer and the seller, making sure the deal gets done in the most tax-efficient way for all parties.

When our clients bring us in at the outset of a transaction—even before a potential buyer presents a letter of intent—we can determine the actual net income of the business so the buyer understands the true value of the business and the seller doesn’t leave money on the table. When it comes time to negotiate terms, our in-depth knowledge of state tax and business law means we can help you sidestep potential negative tax consequences after the deal.

Our experienced tax advisors provide support in the following areas:

  • Valuation of business assets
  • Negotiating terms
  • Evaluating options for structuring financing
  • Creating buy-sell agreements and letters of intent

Driving Value Through Creative Solutions

Achieving a successful transaction that results in maximum value for both the buyer and seller requires diligence and creativity. We work with buyers and sellers to provide options and ultimately reach a solution that satisfies the needs of all parties.


To find out how we can help you design the most tax-efficient transaction strategy, contact our team today.

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what makes MRZ different

We take the time to understand your full financial picture and offer a wide range of accounting and advisory services to help you take the next step toward financial freedom...in your business and in your life.
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