Mergers & Acquisitions
If you’re planning for the acquisition or sale of a business, aligning your goals and strategy, your tax structuring and due diligence procedures are critical for the best outcome.
Our professionals are committed to helping you seize essential advantages by working side-by-side with you during all phases of the M&A transaction, including services designed to help you before, during, and after. Our M&A team will help you: 1) define your goals and create a road map to success 2) optimize your tax position and navigate IRS code sections, which can complicate transactions if they are ignored, and 3) help integrate the systems and accounting needed to realize your goals.
A unique aspect of our approach is considering the exit strategies as you plan the merger. Choices made upfront will be crucial in meeting your goal.
Pre-Transaction Planning and Analysis
If you’re planning on buying, our team can help with:
- Planning and “what if” scenarios
- Exit Strategies
- Incentive Compensation Strategies
- F-Type Merger (Section 368 (a)(1)(F))
If you’re planning on selling, our team can help with:
- Due diligence Prep and Clean Up
- Transaction Readiness
- Early identification of issues
- Planning/What if scenarios and tax waterfalls
Plain-English translation from legal terminology
Tax Projections with respect to transactions
Tax Impact of Waterfall Allocations
Negotiation of Make-Whole Payments
Review agreements to identify potential tax issues
Quality of Earnings
Post Transaction Accounting & Tax Compliance
Asset Allocation Statement
State and Local Taxes
Section 1202 Stock
F-Reorganization (Section 368 (a)(1)(F))
Qualified Opportunity Zone Investments
We help with integrations of:
- ERP Systems
- Policies and Procedures
- Change Management
- Project Management
Sandy Saggar is a founding partner of Saggar & Rosenberg and serves as the firm’s managing partner. Sandy’s clients appreciate that he listens to their long-term goals and helps them develop a strategic plan that aligns their business, tax, and financial strategies and helps to scale their business and add value.
Sandy is sought out today because of his excellent track record with strategic business planning and successful exits. However, he has a more extensive portfolio of skills, including assurance, corporate structuring, transaction financing, financial management, mergers & acquisitions, budgeting, forecasting, and process improvement.
Sandy has worked extensively with companies in the high-tech, government contracting, non-profit, retail, manufacturing, and biotechnology industries. However, his core expertise is advising clients in the government contract industry. Sandy is a Subject Matter Expert in FAR compliance, contract negotiation, pricing strategies, and transaction structuring.
Sandy is active in the profession and the community and is a member of the AICPA and the MACPA. Sandy graduated with a bachelor’s degree in accounting from the University of Maryland. Outside of the office, Sandy likes to travel internationally, and every year his family explores a new country. Closer to home, he is an enthusiastic basketball fan of his alma mater University of Maryland Terrapins.