From negotiating deal terms, performing due diligence, and structuring your transaction to minimize tax liabilities and reduce risk, our Utah mergers and acquisitions lawyer is here to guide you through every stage of the M&A process. Lean on our deep knowledge of business and tax law to structure your deal for maximum value.
Having handled numerous acquisitions, mergers, joint ventures and divestitures, we know how to create value and reduce risk while negotiating a fair deal. From managing tax implications to preparing every legal document you need to be protected at closing, we provide the tax & legal support needed to achieve better outcomes.
Strategic tax & legal guidance through every aspect of buying a business, selling a business, or merging with another company.
Ensuring your business or target company is properly valued and that the deal structure (asset purchase, stock purchase, merger) is optimized from a tax perspective.
Identifying and mitigating tax liabilities that may arise from the transaction, including capital gains taxes, transfer taxes, and potential penalties. We will determine if your deal can be structured tax free, and advise clients on tax mitigating post-transaction options with the proceeds such as 1202 QSBS opportunities.
Our due diligence process includes a thorough review of financial records, contracts, and tax filings to identify undisclosed liabilities or issues that could affect the deal or result in future legal or tax problems.
Preparing an agreement that includes appropriate tax-related representations, warranties, indemnities, and other provisions to protect against future claims or liabilities.
Determining how the purchase price will be allocated between different assets (e.g., goodwill, intellectual property, equipment, etc.) to minimize tax liabilities while staying compliant with IRS guidelines.
Making sure all aspects of the deal comply with federal, state, and local tax laws, as well as regulations that could affect the structure and timing of the deal.
Advising on the most tax-efficient way to structure the financing of the acquisition, whether through debt, equity, or a combination of both.
Legal support for licensing and permit transfers and applying for approval from federal, state, and local regulatory agencies.
Restructure your business to maintain protections while creating a suitable structure for outside investment from private equity firms and investment funds.
Structure executive compensation packages that align with business goals and incentivize key employees to remain with the company.
Create shareholder agreements to set clear expectations for shareholders, protecting their rights during and after the transaction.
We primarily serve private companies with annual revenues ranging from $5M to $50M, and have provided legal counsel to numerous companies with valuations in the $100’s of Millions.
We advise clients in various industries, from technology startups to established manufacturing companies.
Our due diligence process addresses legal aspects that may include regulatory approval, employment agreements, and disclosure obligations.
We negotiate to secure the best terms for your transaction, whether you're acquiring a new business, merging with another, or selling to a third-party.
As a Utah-based M&A law firm with clients throughout the United States, our network includes attorneys and legal professionals who focus on intellectual property law, antitrust law, environmental law, employment law, and labor law. Though not necessary for most small business M&A deals, these professionals can help assess regulatory obstacles beyond the scope of mergers and acquisitions law.
Our M&A process is designed to be straightforward, efficient, and effective.
Schedule a Consultation
Meet with Attorney and Tax Strategist, Rustin Diehl, to discuss your goals and concerns. Together, we’ll uncover hidden risks and explore opportunities to protect your business and wealth.
Review Your Situation
We’ll thoroughly analyze your current tax situation and ownership setup to identify risks, tax-saving opportunities, and areas for improvement.
Design Your Strategy
We’ll create a customized plan to maximize your tax savings, minimize your exposure, and maintain your control.
Implement Your Plan
We’ll establish the necessary trusts, entities, and legal structures to put your strategy into action.
Stay Protected
Regularly review and adjust your plan to keep up with changes in tax law and circumstances.
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Allegis Law, LLC. All Rights Reserved.
