Transactional Tax Services
Transactional Tax Services Pass-Thru, Private Equity, Corporate Finance are the knowledge and skills that get deals done.
Partnership, LLC, S Corporation
If you’re forming a pass-through entity Transactional – Partnership, LLC, S Corporation—preparing for an owner’s exit, or restructuring, it’s important to keep the tax impact aligned with your company’s business plan. Our professionals have the experience and knowledge necessary to help you keep your taxes in check and satisfy your business needs.
We start by obtaining a detailed understanding of your particular organization and the deal points leading up to its formation, drawing on that knowledge to plan for your ongoing operations as well as any anticipated exits or future transfers of assets to key individuals.
Our tax planning team then takes a comprehensive approach, working with you to address your year-to-year tax and long-term transaction planning side by side. When a transaction does become imminent, we know exactly what it means to your organization and how we can structure it to align with your goals.
We can help you:
Entity Formation Issues
Understanding the life-cycle of an organization and selecting from the beginning one that will provide a strong starting point is paramount to success. A critical step in the tax-planning process is designing a tax structure that meets the needs of your particular situation.
Pass-thru Entity Issues
- Understand partnership income and loss and distribution provisions in partnership agreements
- Perform S corporation stock and debt basis planning
- Structure compensation arrangements to for both partners and shareholders and incentivize management
- Reduce current tax liability through effective tax basis recovery
- Reduce ordinary income gain upon a partner’s exit
- Provide cash flow flexibility for retiring partners and shareholders
- Effectively plan for earnings and profits distribution events
Pass-Thru Entity Structuring For Real Estate Transactions
- Transaction due diligence (buy-side and sell-side/carve-out) – including lender diligence, real estate M&A diligence, real estate asset diligence, transaction closing prorations
- Transaction strategy & operations – including tourism and economic advisory, risk and compliance advisory, development advisory, entity and asset strategic advisory, transactional corporate real estate
- Capital markets – including capital strategy/brokerage – property and real estate entity brokerage, raising equity capital
Corporate Finance – Acquire – Dispose
Transactional – Corporate Finance – Acquire – Dispose services to assist taxpayers in their corporate acquisition, disposition, and financing processes.
Building a successful business requires a clear vision backed by a focused strategy. To achieve this vision, businesses must negotiate an increasingly complex environment.The organic expansion is challenging in a low-growth world, competition to buy high-quality businesses has never been greater, and, in an interconnected global economy, the role of overseas markets is increasingly important. Financing these plans, too, has become more complicated with traditional banking relationships giving way to a wide range of alternative and innovative funding solutions.
aBIZinaBOX provides transaction advisory services and is committed to helping businesses reach their full potential. Whether it’s assistance in selling your company, financing to fund your growth strategy, due diligence on an impending transaction or other merger and acquisition activity—you require innovative and effective corporate finance solutions tailored to your specific needs.
Successful deal makers understand that the business landscape is more complex and less predictable than ever. That anticipation and adaptability are essential. That innovation—in technology, processes, and data-driven insights—is instrumental to success.
We’re demonstrating the agility and commitment to respond to client corporate finance challenges. Where flexibility meets focus, high complexity innovative strategies become high-impact corporate finance solutions. We are enablers and accelerators with a new level of insight, drive, and quality and discover the future of the deal.
We work closely with our clients in devising and implementing tax strategies for public and private mergers and acquisitions to help ensure all corporate and tax implications are comprehensively addressed. We review transaction documentation so potential risks are avoided. With deep local tax abilities and a uniquely collaborative culture, we can conduct complex, multijurisdictional due diligence activities to identify exposures that can significantly impact deal pricing.
Transactional – Private Equity Financial Buyers
aBIZinaBOX offers a broad range of services, delivered by highly experienced people backed by continual innovation.Our experts are second to none. We understand your business, having the experience and deep knowledge that’s essential. You can monitor our work in real time and run tailored reports, using our leading-edge technology.
Funds of Funds
Concentrate on creating value through asset allocation and fund selection, relying on us to provide administration and related services designed specifically for funds of funds. Our services developed for investors delivers trade execution as well as the full range of back office, middle office, and investor services.Liquidity facilities and FX exposure hedging are built for funds of funds. FX execution is independently reviewed once a quarter.Advanced portfolio analytics provide a range of tools for portfolio selection, monitoring and risk management.
Private Equity Funds
Trust in a service that brings together experienced people and bespoke technology, delivered by aBIZinaBOX for private equity asset servicing. We have expertise in the full range of investment strategies, legal entities, and geographies, with a senior management team averaging more than 20 years’ experience. Specialist professionals are available to assist with the unique requirements of private equity.
Our services are designed for private equity. aBIZinaBOX has private equity accounting and investor reporting that offers standard and customized reporting. We have also developed a Waterfall Review Program that includes a fully-automated proprietary waterfall calculation engine that eliminates the need for Excel and manual calculations. It increases the accuracy, consistency, and timeliness of these calculations.
Steady growth in assets under administration, and our focus on the quality of our services. Managers gain credibility from having their books and records overseen by a highly focused and experienced CPA firm.
Real Estate Funds
Trust in a service that brings together experienced people and bespoke technology, delivered by one of the leading names in real estate asset servicing.We have expertise in the full range of investment strategies, legal entities, and geographies, with a senior management team averaging more than 10 years’ experience. Our services are built on real estate. aBIZinaBOX provides complete fund, JV and SPV administration across all property types. We have also developed a proprietary waterfall calculation engine that eliminates the need for Excel and manual calculations. It increases the accuracy, consistency, and timeliness of these calculations.
Steady growth in our practice, as well as awards ranking, supports the quality of our service. Managers gain credibility from having their books and records overseen by a leading independent administrator.
Companies & SPVs
Simplify management of companies and special purpose vehicles (SPVs) by entrusting accounting and tax needs of your international entities to us Increasingly, this is becoming a specialist competence in its own right, making professional administration more important than ever.
Multinationals, corporates, private equity firms and private clients come to us for services spanning all stages of an entity’s lifecycle. This includes preliminary services when a company is established, recurring requirements during its life and winding down services when it is dissolved.
Our SPV services are tailored for private equity and other investment entities. It simplifies the business of investing and fund-raising across many different locations, including emerging and frontier markets.