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
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
