Many entrepreneurs wonder if they can handle the company sale solely with their tax advisor’s help. The answer is: no—not end to end. A tax advisor excels at structuring the deal for optimal tax treatment and handling accounting, but a successful sale demands much more.
What a Tax Advisor Covers
Tax optimization strategies (asset vs. share deal)
Compliance with local and international tax regulations
Preparation of financial statements and tax returns
What an M&A Advisor Brings
• Strategic positioning and valuation to maximize sale price
• Identification and outreach to the right buyers (strategic vs. financial)
• Management of the due diligence process and data room
• Lead negotiation of LOI and final purchase agreement
• Coordination of legal, tax, and advisory teams
• Confidentiality protocols and communication planning
Why You Need Both
Integrating tax and M&A expertise ensures that you not only achieve the best after-tax proceeds but also navigate complex negotiations, maintain momentum, and close confidently. While your tax advisor lays the groundwork for fiscal efficiency, an M&A advisor drives the process forward, secures optimal terms, and preserves value throughout.
