Institutional M&A tax and financial due diligence for lower middle market deals.
M&A tax guidance from twenty years across EY, Morgan Stanley’s private equity funds, and corporate tax leadership, applied to searchers, independent sponsors, and founders navigating $500K to $10M transactions.
Two sides of the table
Find the path that matches your transaction.
Buy-Side QoE & Pre-LOI Underwriting
Stop overpaying for the wrong deal. We review broker P&Ls, stress-test debt-service coverage, recast SDE and EBITDA, and surface the risks worth verifying before you sign an LOI.
Explore Buy-Side Services →Sell-Side Valuation & Exit Readiness
Prepare for a stronger exit. We review your financials the way a buyer’s diligence team will, address the red flags that surface in QoE, and lay out the structure and tax considerations before you go to market.
Explore Sell-Side Services →Why NexTax Advisory
Institutional Rigor
Big 4 and fund-level financial discipline, applied to lower-middle-market acquisitions that usually never get it.
De-Risked Transactions
Pre-LOI stress-testing to avoid spending five figures on legal and diligence fees for a deal that was never going to work.
Structure & Tax Analysis
Asset allocation, entity selection, and debt modeling analyzed alongside your counsel and accountant, not in place of them.
Deal teardowns & frameworks
All insights →Preparing for an acquisition or exit?
A confidential call is the fastest way to see whether the numbers hold up.
Schedule a Confidential Call with Steve Morello