Indirect Tax and Acquisition Checklist

See Section M&A Integration And Indirect Tax: Managing The Moving Parts Before, During, And After A Transaction

An Indirect Tax and Acquisition Checklist

Indirect tax risks are prevalent throughout the entire M&A and integration process. Here are some of the leading practices, lessons learned, and perspectives to keep in mind so that they do not become stumbling blocks:

1. Set up a project charter that will take effect as of the very first due diligence activities.
2. Validate due diligence findings and define priorities.
3. Make an indirect tax integration plan and ensure that the right sponsors provide buy-in.
4. Map out the current state upon acquisition and identify key risk areas, opportunities, and people in the organization acquired.
5. Jointly validate and refine the integration plan and develop a road map to success.

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