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Mergers & Acquisitions

Mergers & Acquisitions

Speed matters and so does tax alignment. Every transaction tells a story. At Alexander Tax Law, we ensure that story is structured for success. Our Mergers & Acquisitions practice is designed for businesses that want deals executed with speed, precision, and tax-smart foresight.

We guide clients through the full deal cycle, including:

  • Strategic structuring to minimize tax exposure.
  • Due diligence to identify risks and opportunities.
  • Negotiation and documentation to protect value.
  • Closing and post-transaction integration with a focus on efficiency.
  • Strategic structuring to minimize tax exposure.
  • Due diligence to identify risks and opportunities.
  • Negotiation and documentation to protect value.
  • Closing and post-transaction integration with a focus on efficiency.

Our clients include mid market businesses, entrepreneurs, and investors who require seamless execution and practical legal advice. By integrating tax law expertise directly into the M&A process, we give our clients a distinct advantage: transactions that are not only legally sound but also strategically optimized.

We work with mid-market businesses and entrepreneurs to deliver seamless execution and practical advice. By integrating tax expertise into the M&A process, we deliver transactions that are legally sound and strategically optimized.

Why Alexander Tax Law

Bay-Street-grade execution, boutique agility

no wasted motion. 

Tax at the core

of purchase and sale, structure, pricing, and indemnities engineered together.

Clarity at every turn

plain-English advice, crisp timelines, and deliverables you can track.

Purchase & Sale of a Business

Strategy first. Structure next. We help you decide whether to acquire shares or assets, align the tax profile to your goals, and manage risk from LOI to post-close. (Share vs. asset purchases and amalgamation are the core private M&A structures in Canada.

How we help

  • Deal strategy & structure: share vs. asset analysis, rollover options, purchase-price mechanics (cash, earn-out, vendor take-back), and indemnity design.
  • Due diligence that matters: financial/tax, contracts, IP, employment, and regulatory awareness and diligence.
  • Protecting your Investment: LOI/term sheet, purchase agreement, ancillary assignments and consents, transition services, and holdback arrangements.
  • Regulatory & consents: competition/merger control thresholds, sector approvals, and key-customer consents.
  • Close & integrate: closing checklists, funds flow, and a practical plan for continuity.
  • Deal strategy & structure: share vs. asset analysis, rollover options, purchase-price mechanics (cash, earn-out, vendor take-back), and indemnity design.
  • Due diligence that matters: financial/tax, contracts, IP, employment, and regulatory awareness and diligence.
  • Protecting your Investment: LOI/term sheet, purchase agreement, ancillary assignments and consents, transition services, and holdback arrangements.
  • Regulatory & consents: competition/merger control thresholds, sector approvals, and key-customer consents.
  • Close & integrate: closing checklists, funds flow, and a practical plan for continuity.

Selling Your Business

Preparation creates price. We help owners get deal-ready, run an efficient process, and lock in terms that preserve value and minimize post-close exposure.

How we help

  • Sell-side readiness: clean-up of minute book and contracts, IP audits, and tax “purifications” where appropriate.
  • Value-forward structure: share vs. asset sale, purchase-price allocation, earn-outs that actually pay, and smart use of holdbacks to balance risk.
  • Negotiation & documentation: LOI, purchase agreement, non-compete and non-solicit, transition services, and vendor financing where it sharpens pricing.
  • Closing & transition: consents, third-party releases, resignations/appointments, employee transfers, and smooth handover of operations.
  • Sell-side readiness: clean-up of minute book and contracts, IP audits, and tax “purifications” where appropriate.
  • Value-forward structure: share vs. asset sale, purchase-price allocation, earn-outs that actually pay, and smart use of holdbacks to balance risk.
  • Negotiation & documentation: LOI, purchase agreement, non-compete and non-solicit, transition services, and vendor financing where it sharpens pricing.
  • Closing & transition: consents, third-party releases, resignations/appointments, employee transfers, and smooth handover of operations.

Our Process
Fast. Clear. Accountable.

1.
Assess & align

objectives, valuation drivers, risk tolerance

2.
Structure & plan

tax, financing, timeline, stakeholder map

3.
Diligence & draft

focused diligence, decisive paper

4.
Negotiate & sign

close the gaps, protect the downside

5.
Close & transition

funds flow, consents, day-one continuity

Our Process: Fast. Clear. Accountable.

1.
Assess & align

objectives, valuation drivers, risk tolerance

2.
Structure & plan

tax, financing, timeline, stakeholder map

3.
Diligence & draft

focused diligence, decisive paper

4.
Negotiate & sign

close the gaps, protect the downside

5.
Close & transition

funds flow, consents, day-one continuity

Let’s Connect

Clarity. Strategy. Results.

Whether you’re planning, defending, or closing a deal, we deliver solutions that move at the speed of business.

Schedule a Consultation