Matt Margolis
Managing Partner
Tax and Deal Structuring
We advise founders and businesses on the tax considerations of ownership changes, restructurings, acquisitions, and exits. Considering those questions early can inform the choice of transaction structure and identify issues for further review.
Our work includes partnership tax matters, entity structure, and qualified small business stock (QSBS) eligibility questions. We coordinate with the company's certified public accountant (CPA) and other advisors to connect the tax analysis with the proposed transaction.
Our work includes
- Transaction tax questions
- Partnership tax considerations
- Entity and ownership changes
- Restructurings
- Acquisition and exit planning
- QSBS eligibility considerations
Who we work with
Founders and business teams evaluating ownership changes, restructurings, acquisitions, or an exit, alongside their CPA and other advisors.
Related attorneys
Common questions
When can tax counsel be useful in a transaction?
We help evaluate tax implications early in a transaction or structural decision, when the business may still have flexibility in how it approaches the deal.
Do you coordinate with a company's CPA or other advisors?
Yes. We can work with your CPA or specialist advisors on tax questions that arise during a transaction, with recommendations connected to the business's goals.
What types of structuring questions do you address?
Our practice includes partnership tax considerations, restructurings, entity and ownership changes, acquisition and exit tax issues, and founder questions such as QSBS eligibility.
Get in Touch
Thank you for considering Margolis PLLC for your legal needs. Our team is here to assist you. Please feel free to reach out to us using the contact link below.
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