Our Services

Transaction Planning

True Partners Consulting has extensive experience in providing tax advice to equity funds in all aspects of their operations, including the impact on its general partners and investors.  Our Private Equity professionals can assist you in selecting the most effective tax strategies to achieve your overall business objectives.  We will then work with your management, venture partners, portfolio companies, and other advisors to ensure that these tax strategies are implemented appropriately.

Our Acquisition services include:

  • Perform tax due diligence to identify a target company’s exposures and opportunities to maximize tax attributes
  • Develop a structure that minimizes the transaction’s overall income and sales tax burden
  • Identify employment tax strategies seeking to maintain existing positive tax attributes or establish new attributes where advantageous
  • Negotiate state and local credits and incentives packages such as enterprise zone and jobs tax credits, favorable financing, zoning variances, and asset grants
  • Analyze historic sales and use tax exposures and develop strategies to minimize these taxes
  • Review property tax filings for exposures, as well as purchase price allocations to minimize future property taxes
  • Identify unclaimed property exposures and designing methods to mitigate this risk

Our Disposition services include:

  • Advise on potential exit strategies to maintain flexibility and efficiency in ultimately profiting from these investments
  • Assist in IPO preparations, including restructuring business operations, SOX compliance, and accounting for income taxes
  • Provide assistance in preparing for, and responding to, tax due diligence requests
  • Review all transaction documentation to ensure that the seller’s tax objectives are met
John V.   Aksak
John V. Aksak
Managing Director
Tel. No:631-777-6310
Fax No:631.777.6360
Charles P.   Anastasia
Charles P. Anastasia
Managing Director
Tel. No:646-356-7214
Fax No:646-356-7264
Alexis   Bergman
Alexis Bergman
Director
Tel. No:312-235-3323
Fax No:312-235-3373
Alexis   Bergman
Alexis Bergman
Director
Tel. No:312-235-3323
Fax No:312-235-3373
Michael L.   Dembek
Michael L. Dembek
Managing Director
Tel. No:312-924-3228
Stanley W.   Jozefiak
Stanley W. Jozefiak
Practice Director and General Counsel
Tel. No:312-235-3306
Fax No:312.235.3356
Ryan   McKenzie
Ryan McKenzie
Managing Director
Tel. No:813-434-4015
Michael   O Connor
Michael O Connor
Managing Director
Tel. No:312-235-3320
Peter   Orfanakos
Peter Orfanakos
Director
Tel. No:646-356-7206
Fax No:646-356-7256
Lindsey   Serrate
Lindsey Serrate
Managing Director
Tel. No:312-235-3313
Fax No:312-235-3363
©2017 True Partners Consulting LLC. All Rights Reserved
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