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 Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget
New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]
