Credits & Incentives Due Diligence Support
Due diligence is essential to any business acquisition or private equity investment. As part of the broader tax due diligence process, identifying the available tax credits and incentive opportunities for your company can significantly enhance the financial outcome of a transaction.
Tax Due Diligence Benefits
Conducting thorough tax due diligence is a critical step in any transaction, providing clarity and confidence to all parties involved. By examining historical tax positions, potential exposures, and opportunities, businesses can proactively address risks and uncover valuable savings.
- Identifies Unclaimed Tax Credits
- Uncovers Tax Issues
- Supports Tax Insurance Coverage
- Strengthens Data Room Reference Information
The C&I Tax Due Diligence Process
Our tax due diligence process begins with evaluating your business’s tax situation, focusing on specialty tax credits and incentives. We then conduct a detailed analysis of the tax credits and incentives your business may or may not be claiming. This is followed by a review of your business’s entity structure, culminating in recommendations for future actions.
Our Approach
Our approach is grounded in published IRS guidance and insights gained from years of experience in tax controversy and examination support. We apply this knowledge to conduct a targeted review of potential credits and incentives for your business, tailored to the specifics of the transaction.
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Contact us today to find out how we can capture extraordinary tax benefits for all types of entities.