Funding, Financing & M&A
Short answer
VPTax supports funding rounds, acquisitions, and exits with target-company tax diligence, delinquent filing cleanup, Section 382 studies, credit and incentive analysis, and integration reporting — surfacing tax exposure before it becomes a deal problem.
Tax issues that surface during diligence can delay a raise, reprice a deal, or kill it outright. VPTax works alongside your legal and finance advisors during financings, acquisitions, and exits to find exposure early and put a number on it — instead of leaving it as an open question for the other side’s counsel to raise.
What’s included
For companies raising money or being acquired, VPTax reviews your own tax position so you can answer investor or buyer diligence questions directly. For acquirers, VPTax reviews the target’s filings, structure, and exposure, prepares any delinquent returns diligence turns up, and runs the Section 382 analysis needed to know whether the target’s net operating losses will still be usable after the deal closes.
Why founders bring VPTax into deals
Because your VPTax Tax Director already knows your entity structure and filing history, diligence moves faster — there’s no ramp-up period for an outside firm meeting your company for the first time under deal pressure.
Ideal for
- Companies raising a priced round with new investor diligence requirements
- Acquirers evaluating a target company's tax exposure
- Companies preparing for a sale or exit