M&A Tax Solutions
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  • About Us
  • Services
  • Our Clients
  • Our Team
    • Jay R. Shallenberger
    • Stephen J. Burke
    • Chris Outlaw
    • Francisco Rodrigues
    • Matt Martin
    • Jim Margner
    • Ned Lenhart
    • Mike Shepherd
    • Dan Mayer
    • Kevin Thompson
    • Derek Drysdale
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OUR CLIENTS

Our clients are typically those seeking an advisor with Big Four tax expertise but at a reduced price point and with more of a small firm approach to client service.  We are industry agnostic and generally work on transactions with an enterprise value ranging between $5M - $250M.  While the majority of our clients are PEGs, family offices, lenders and public/private businesses actively buying, selling or reorganizing businesses; we also work with small closely held business owners looking to strategically position themselves for a sale and maximize their net after-tax sale proceeds.  In addition, we frequently team with other professional service firms and transaction intermediaries to provide transactional tax support or serve as a technical resource to their clients throughout the deal process.
  • Private equity funds & portfolio companies
  • Lenders
  • Family offices
  • Public and private businesses
  • Transaction intermediaries
  • Other professional service firms
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Contact Us: 404.313.0223
Sarasota Courthouse
1990 Main Street, Suite 750
Sarasota, FL 34236
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©2022 M & A Tax Solutions, LLC. All rights reserved.
  • Home
  • About Us
  • Services
  • Our Clients
  • Our Team
    • Jay R. Shallenberger
    • Stephen J. Burke
    • Chris Outlaw
    • Francisco Rodrigues
    • Matt Martin
    • Jim Margner
    • Ned Lenhart
    • Mike Shepherd
    • Dan Mayer
    • Kevin Thompson
    • Derek Drysdale
  • Contact
  • News