Comprehensive Tax Due Diligence Solutions

Robust state and local tax advisory and compliance to maximize your bottom line

Pre Transaction

Kroll helps clients prepare for successful transactions by shaping investment theses, assessing strategic alternatives, and positioning assets to maximize value. Through comprehensive financial, tax, operational, regulatory, cyber and reputational risk assessments, we help clients validate value drivers, mitigate downside risk and make informed decisions regarding pricing, deal structure and risk allocation.

Services

  • US and Non-US Tax Diligence
  • Tax Structuring and Incentives
  • Tax Step-up Modeling
  • Escheat/Unclaimed Property
  • Payroll/Employment Tax
  • Property Tax
  • IRC Section 280G Analysis
  • Transfer Pricing
  • Sales/Use Tax

Deliverables

  • Transfer Pricing compliance review and recommended steps
  • Advise on transaction structures and their impact on pre- and post-tax returns
  • Analysis of working capital adjustments and purchase price allocation

Post Transaction

Following a transaction, Kroll supports clients in driving performance, optimizing value and managing complexity across their investments. Whether preparing for an exit, navigating a restructuring or executing a turnaround, we provide the strategic insight and execution support needed to enhance value creation, protect investments and deliver successful outcomes.

Services

  • Implementation of Tax
  • Deferred Tax Analysis
  • Tax E&P Study
  • Tax R&D Study
  • Transfer Pricing Study
  • Tax Basis Study
  • IRC Section 382 NOL Analysis

Deliverables

  • Analysis of tax posture to determine any areas for reducing go-forward tax liabilities
  • Advise on post-acquisition tax minimization and compliance

Key Outcomes

  • Identify any tax “deal breakers” and next steps to mitigate any potential tax exposures
  • Identify tax basis step-up opportunities
  • Review financial model and financing issues from a tax perspective
  • Determine post-close utilization of tax attributes (e.g., NOLs, tax credits, depreciation/amortization, etc.)

Our Experience

Managed more than 1,100 transaction advisory engagements for over 150 private equity firms
$15 billion in capital raised for over 200 companies
15,000 investments valued annually
We work with 600+ alternative investment fund managers

Our Accolades

Regulatory Advisory & Compliance Firm of the Year 2024
Best Regulatory Advisory & Compliance Firm of the Year 2024
Rated 2024 Best Deal Advisory Firm by Private Equity Wire
M&A Advisor Emerging Leader Award 2024

Stay Ahead with Kroll

Comprehensive Due Diligence Solutions

Our Comprehensive Due Diligence solutions help clients minimize risks and make the most informed business decisions. We support in the areas of tax, compliance and regulatory, operations/strategy, M&A, financial and accounting, investigations, disputes and cyber/IT risk.

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