Acquisitions

A successful acquisition is the result of knowledge, experience, research, and a great deal of teamwork between all parties involved. Hungerford, Aldrin, Nichols & Carter, PC will work closely with you and your advisors to facilitate the best price possible with the best tax alternatives available. Depending on the complexity of the acquisition, we perform due diligence audits or assessments of the seller’s financial information. When time or the purchase price doesn’t warrant a full audit, we can be called on to perform a limited review of financial conditions that provide a measure of confidence for the buyer. Either one of these engagements can, and many times does, result in significant reductions of the purchase price.

Disposals

Selling a business requires many of the same specialized services as an acquisition. In this case, Hungerford, Aldrin, Nichols & Carter can provide counsel and services with you in mind. We endeavor to help you position your company in a way to achieve the maximum selling price while at the same time providing you with the best possible tax advantages.

Succession Planning

Small and medium-sized businesses often involve a change in ownership within the family. This type of transition raises questions related to tax burden and company management. Hungerford, Aldrin, Nichols & Carter has extensive experience in planning and assisting with this type of sensitive ownership transition. We provide our clients with ownership transition planning that achieves their goals with an eye toward minimized income and estate tax burdens.