Tax Integration

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Managing tax implications during integration

Integrating Supply Chains during mergers and acquisitions can vary greatly from industry to industry, but a Golden Rule applies: No disruption in service to the customer. Orders are fulfilled and shipments will continue as promised, product quality will not be compromised, and there will be no deterioration in customer service.

The primary objective during Supply Chain integration is to preserve relationships with key customers and strategic vendors. Being aware of the transaction, customers and competitors will look to realign their strategies to their benefit. In such an environment when rumors are rampant, it is important to maintain supply velocity and manage relationships with strategic vendors during the transition period. A proactive approach is required to retain these relationships and ensure no disruption.

Tax activities can be overwhelming

Setting the course for tax integration success requires a disciplined focus on key value drivers:

  • Creating a tax efficient structure that produces an improved effective tax rate and allows for efficient cash movement and redeployment to where it is needed, both inside and outside the US
  • Rationalizing the overall legal entity structure to improve compliance and administrative costs while preserving potential tax attributes.
  • Designing a reporting system and managing documentation that will allow for efficient tax accounting and compliance

Contact us

Gregg Nahass

US and Global M&A Integration Leader, PwC US

Mark Boyer

Global M&A Tax Leader – WNTS Mergers & Acquisitions Tax, PwC US

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