Tax Due Diligence in M&A

Mergers and acquisitions require more than financial vetting—they demand sharp legal insight into tax exposures that can make or break a deal. At Borderless Lawyers, we conduct thorough, strategic tax due diligence in M&A to help acquirers, sellers, and investors identify hidden tax liabilities, navigate cross-border risks, and structure transactions for post-closing efficiency.

Whether you’re buying a company, merging across borders, or preparing for exit, we help you enter each transaction with clarity and confidence.


✅ What We Offer in Tax Due Diligence

🔍 Comprehensive Tax Risk Review

  • Assess historical tax filings, compliance status, and audit exposure

  • Review corporate tax, VAT, employment, and local taxes across jurisdictions

  • Identify aggressive tax positions, tax loss availability, and deferred liabilities

⚖️ Transaction Structuring & Tax Planning

  • Advise on share vs. asset sale implications

  • Support tax-efficient deal structures, earnouts, and rollovers

  • Align holding company and SPV use with jurisdictional tax rules

📄 Red Flag Identification & Mitigation

  • Flag underreported income, transfer pricing gaps, or permanent establishment issues

  • Evaluate indirect tax risks, withholding obligations, and treaty misuse

  • Recommend contractual protections (e.g., indemnities, tax escrows, warranties)

🧾 Post-Acquisition Tax Strategy

  • Plan for integration, tax elections, and loss preservation

  • Advise on entity rationalization and cross-border restructuring

  • Coordinate with advisors to align ongoing compliance and reporting


🛠 How We Work

🧭 1. Deal & Target Understanding
We assess deal type, jurisdictions involved, and target company profile.

🔍 2. Tax Document Review
We analyze financials, filings, agreements, and cross-border activity for risk exposure.

⚖️ 3. Legal Opinion & Risk Flagging
We deliver a clear legal memo or report highlighting tax risks, exposures, and solutions.

📄 4. Deal Support & Contract Input
We support negotiations with legal language, warranties, and tax-specific terms.


👥 Who We Help

  • M&A buyers and private equity investors evaluating cross-border targets

  • Sellers preparing for due diligence and tax risk reduction

  • Legal teams and transaction advisors needing deep tax review

  • Multinationals managing group acquisitions or divestments


✅ Why Borderless Lawyers?

🌐 Cross-border M&A tax specialists across U.S., EU, offshore, and emerging markets
📜 Legal and tax alignment—compliance, structuring, and contractual protection
⚖️ Strategic insight for complex group structures, IP-heavy deals, or tax-challenged targets
🔐 Confidential, fast-turnaround advisory tailored to deal timelines


📞 Close with Confidence

Don’t let undiscovered tax liabilities derail your transaction. Partner with Borderless Lawyers for tax due diligence that protects your investment and supports smooth deal execution.

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