Tax Transition Planning

Successfully navigating M&A integration

Scott Masaitis

Scott Masaitis

Principal, Tax, Mergers & Acquisitions, KPMG US

+1 267-256-1815
indirect tax tech

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.

  1. Assess: Determine the tax department’s readiness for an IPO.
  2. Plan: Create timetables for completing the IPO and making necessary improvements to tax operations.
  3. Execute: Prepare and file tax-related financial reports and other documentation for the IPO.
  4. Sustain: Plan for ongoing financial reporting as a public company.

Tax plays a critical role in an IPO’s success.