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:

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.

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