Tax and Accounting
Strategic Financial Architecture for Value Preservation and Creation
In an era of global tax reform, heightened regulatory scrutiny, and increased investor focus on effective tax rates (ETR), tax and accounting are not just compliance functions – they are critical levers for protecting EBITDA, enhancing cash flow, and driving valuation. Our practice transforms your tax function from a historical reporter to a forward-looking value architect, optimizing your ETR and unlocking trapped cash.
The Strategic Tax Imperative
Leading CFOs treat tax strategy as a core component of capital allocation and corporate strategy. We address:
Cash Tax Leakage
Inefficient structures and planning erode 5-10% of potential cash flow.
BEPS 2.0 & Global Complexity
Navigating Pillar Two and evolving OECD regulations to avoid double taxation and compliance missteps.
M&A Value Erosion
Post-deal integration failures that leave tax synergies uncaptured and create stranded costs.
Provision & Reporting Risks
Inaccurate ETR forecasting and financial statement errors that damage investor credibility.
Our Approach
Our engagements are built on proven consulting frameworks, augmented with proprietary tools:
1. Tax Strategy & Provisioning
- Effective Tax Rate (ETR) Optimization – Holistic planning to sustainably lower the cash and GAAP tax rate.
- Global Tax Structuring – Aligning transfer pricing, entity structuring, and capital allocation with OECD guidelines and business operations.
- Tax Provision Efficiency – Streamlining ASC 740 and IAS 12 processes for accuracy, speed, and audit readiness.
2. Transaction Tax & Integration
- M&A Tax Diligence & Modeling – Identifying tax attributes, liabilities, and structuring opportunities to enhance deal value.
- Post-Merger Integration – Executing on tax synergy capture, legal entity rationalization, and clean team operations.
- Carve-Out Tax Strategy – Optimizing separation structures for divestitures to maximize seller value.
3. Controversy & Risk Management
- Tax Controversy Defense – Managing audits, disputes, and advanced ruling negotiations with global authorities.
- Tax Technology & Automation – Implementing tools for compliance, data management, and predictive analytics.
- ESG & Incentives Advisory – Monetizing green tax credits (IRA, CHIPS Act) and government incentives.
Proprietary Frameworks
The Tax Effectiveness Index
We assess clients across 5 dimensions:
Strategy
Proactive Planning vs. Reactive Compliance
Efficiency
Cost of Compliance, Automation, and Process Rigor
Risk
Audit History, Reserve Levels, and Uncertainty Management
Cash Optimization
Working Capital Tax Strategies and Cash Tax Rates
Talent & Technology
Team Capabilities and Enabling Tools
The Cash Tax Diagnostic
Identifies sources of tax-driven cash leakage and preservation opportunities:
- R&D Credit Monetization
- Working Capital Optimization
- Tax Attribute Utilization
- Intercompany Financing
Tax Strategy: The CFO's Silent Multiplier
How Tax Excellence Drives Cash Flow and Valuation Premiums
As CFO, you know that a 100-bps reduction in the ETR is as valuable as a 1% increase in revenue—but far more accretive to margins. The market rewards predictable, optimized tax outcomes with higher valuations, as they signal sophisticated financial management and reduce earnings risk.
Sample Engagement Types
Tax Function Transformation
End-to-end assessment and redesign of the tax department’s strategy, technology, and operations
M&A Tax Advisory
Full lifecycle support from diligence through post-merger integration and synergy capture
R&D Credit & Incentives Monetization
Identification, study, and filing to generate cash refunds and credits
Tax Provision Optimization
Streamlining ASC 740 processes, implementing automation, and enhancing controls
Operational Success Cases
Stop leaving value on the table. Your current tax strategy may be your most significant untapped asset.
Contact our tax architects for a diagnostic.
