Transaction Structuring
The way a transaction is structured can be just as important as the price—especially when there is roll-over equity or other purchase price considerations. Transaction structuring directly impacts taxes, cash flow, risk exposure, and post-transaction flexibility, making early, informed planning essential.
Lumsden McCormick works alongside buyers, sellers, and advisors to design transaction structures that align with strategic objectives while minimizing tax and financial risk. By evaluating entity structure, tax implications, and deal terms, we help ensure that transactions are positioned for favorable outcomes both at close and after.
Strategic Deal Evaluation
We assess transaction goals, stakeholder priorities, and risk tolerance to determine the most effective structure for a deal.
Tax-Efficient Structuring
Our team analyzes federal, state, and international tax implications to help reduce tax exposure and avoid unintended consequences.
Collaborative Execution
We work closely with legal counsel, lenders, and other advisors to implement a structure that supports smooth execution and long-term value.
Forward-Looking Planning
We consider post-transaction impacts such as integration, reporting, and exit flexibility to ensure the transaction’s structure continues to serve your business over time.
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]
