Tax-efficient acquisition or divestiture structuring can make the difference between a mediocre result and a successful one. Effective tax planning can also help you avoid complicated legal and regulatory tax issues. When those deals involve companies with global operations, wading through the additional range of considerations is even more daunting. Deloitte can assist with effectively navigating the myriad of tax, accounting, legal, regulatory, cultural, and labour issues in cross-border transactions to help manage compliance risks and potentially enhance returns. Our services include:
Deloitte’s M&A professionals provide corporate clients and private equity investors with a spectrum of tax advisory services. Our multifunctional approach teams these professionals with industry and technical specialists to provide assistance targeted toward managing tax compliance risk and enhancing business returns. We analyze and quantify tax risks and opportunities specific to the industry, country, and deal; analyze asset quality; and potential hidden costs, contingencies and commitments and help to develop negotiating positions. We suggest alternative tax structures and prepare formal tax structuring memoranda and pro forma financial statements that illustrate the effects of various structuring alternatives on future cash flows and earnings.
We help analyze potential tax, accounting, labour, operational, and system issues before going to market. We work with clients to analyze whether the transaction structure is in line with company strategy, and quantify the strategic value of tax risks and opportunities. We perform pre-sale due diligence including analysis of tax financial and regulatory matters, review of compensation-related agreements, and analysis of information quality. We also know that the tax considerations of a deal can be simple or complex and will vary depending on the nature of the deal. We can assist and advise clients regarding estimated gains and losses, analyze the allocation and preservation of tax attributes, and explore tax structures that address clients’ goal for cash proceeds from the deal. Our professionals can help clients navigate deal execution and work closely with their team and other advisors to enhance efficiency of effort and knowledge transfer.
For both acquisitions and separations, our team provides a holistic approach that can help tax departments address its Day 1 readiness needs as well as its longer-term requirements. This includes advising on a variety of tax issues, such as addressing regulatory, tax planning and compliance matters; simplifying corporate tax structures, especially where overlapping legal entities arise; harmonizing accounting methods; and merging tax systems, processes, and departmental personnel. We work with the tax function to explore tax opportunities that arise as part of the company’s overall merger synergy efforts, whether those changes arise in supply chains, sales force organization, back-office operations, or other areas.
We work with financially challenged companies by analyzing relevant tax issues and financial considerations, assisting in evaluating restructuring options, and exploring planning opportunities that address those tax and financial burdens, while building a framework allowing for future tax efficiencies. Our professionals have extensive experience working with debtors, creditors, and creditor committees with respect to both in-court and out-of-court restructurings. We also work with clients’ other professional advisors to pursue favorable business and tax results.
Deloitte delivers deep knowledge of tax and statutory requirements as well as a breadth of experience applying them in practice worldwide. Practical, innovative tax services combined with our globally-managed tax compliance framework instills confidence that a consistent approach is followed in all jurisdictions.
|Customs and global trade
Our professionals help design strategies and structure global transactions to reduce customs duty payments and other international trade costs, increase duty recoveries and help ensure legal and regulatory requirements are met in a cost-effective manner.
|Indirect tax and accounts payable recovery
Our teams of tax specialists, lawyers, and former government auditors and Workers' Compensation Specialists from a wide range of industries work to help you recover cash to operate your business.
|Indirect tax (GST, HST, PST or VAT)
Deloitte can help with timely planning and the application of technology-based compliance management solutions, thereby helping to reduce costs, reduce risk, and increase the confidence that nothing has been missed.
Deloitte’s international tax professionals help multinational companies reduce taxes on earnings, enhance margins and grow their businesses through a wide variety of compliance and advisory services.
Deloitte Legal professionals bring a strong combination of tax and legal knowledge to provide clients comprehensive guidance across a broad range of critical business issues.
|Private company services
Deloitte helps private companies, their owners, and individuals with substantial assets apart from businesses they directly operate to understand, plan and execute effective business and tax strategies.
|R&D and government incentives
With practitioners who are fluently trilingual in engineering, tax and “CRA”, we have assisted thousands of public and private companies to realize a sizable R&D tax credit.
|Tax management consulting
With tax technical, technology, and consulting experience, Deloitte helps businesses meet the challenges of multijurisdictional tax operations, including compliance, reporting and risk management for direct and indirect taxes.
Our network of professionals is designed to help companies reduce risks by aligning practical transfer pricing solutions with their overall global business operations and objectives, assist with strategic documentation to support their transfer pricing practices, and resolve disputes efficiently.
|U.S. corporate tax services
Our accessible Canadian network of U.S.-trained tax professionals are linked to their U.S. colleagues, creating a powerful team for companies with operations in the United States.