Tax Transition Planning
Successfully navigating M&A integration
Padric Kelly O'Brien
Managing Director, Mergers & Acquisitions Tax, KPMG US
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IPO Tax Planning
Going public? An IPO requires substantial, detailed planning and execution from all functions – the tax function in particular.
Moving beyond compliance areas, KPMG M&A Tax Transition teams can help your tax department drive a tax-efficient transaction and make the necessary internal changes to serve a public company.
Our four-phased IPO tax planning approach helps organizations address tax issues often raised by the IPO process and meet increased demands for transparency and operational excellence after the company goes public.
- Assess: Determine the tax department’s readiness for an IPO.
- Plan: Create timetables for completing the IPO and making necessary improvements to tax operations.
- Execute: Prepare and file tax-related financial reports and other documentation for the IPO.
- Sustain: Plan for ongoing financial reporting as a public company.
Tax plays a critical role in an IPO’s success.
Read more, and contact KPMG to see how we can help your IPO succeed.
Legal Entity stand-up and operational readiness. A disciplined approach to legal entity planning is critical to the success of a transaction and reaching managements defined organizational goals. Well-defined and structured processes in standing up or separating legal entities further the transaction and can decrease overall deal risk and contribute to synergies.
Utilizing a structured and organized approach to legal entity rationalization through a project management office will support the execution of a complex LER initiative.
