M&A Tax Due Diligence and Structuring Course

Name: Advanced M&A Tax Due Diligence and Structuring Course
Availability: InStock

Assess M&A tax risks, structure transactions, document positions, allocate liabilities, and control post-deal integration.

At a glance

Duration: 1 Week
Format: Classroom
Cities: Trabzon, Vienna, Phuket, Seoul, Milan, Abu Dhabi and more
Next session: 25 – 29 October 2026, Trabzon
Average fee: 5,750 €

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Advanced M&A Tax Due Diligence and Structuring Course

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Overview

Advanced M&A Tax Due Diligence and Structuring Course is a one-week advanced course for corporate tax managers, M&A finance teams, transaction advisers, controllers, and legal and compliance professionals, who leave with an M&A Tax Decision Pack. Participants apply M&A tax due diligence, compare transaction structures, map tax attributes, allocate risks, document positions, and plan post-deal tax integration. Agile Leaders Training Center develops M&A tax due diligence and structuring capability.

Who Should Attend

Corporate tax teams responsible for transaction analysis, tax positions, and compliance
M&A finance teams responsible for valuation inputs, purchase price, and integration
Transaction advisory teams responsible for due diligence, structuring, and documentation
Controllership teams responsible for deferred tax, closing balances, and reporting controls
Legal and compliance teams responsible for covenants, indemnities, approvals, and evidence

The course assumes participants review corporate tax or transaction information at work, and it leaves introductory taxation, legal drafting, and jurisdiction-specific return preparation outside its scope.

Departments and Industries

The course supports departments and industries that assess, execute, account for, or integrate acquisitions and business combinations.

Tax, finance, accounting, treasury, legal, and compliance
Banking, insurance, private equity, and professional services
Manufacturing, energy, construction, and logistics
Technology, telecommunications, healthcare, and retail
Corporate development, internal audit, and shared services

Learning Objectives

By the end of this course, participants will be able to:

Build an M&A tax issue and ownership map
Apply a tax due diligence request and evidence method
Compare asset and share transaction structures
Analyze tax attributes, deferred tax, and financing effects
Evaluate covenants, indemnities, and risk allocation
Design post-deal tax integration and compliance controls

Course Agenda

Day 1: M&A Tax Decision Architecture

M&A Tax Issue and Stakeholder Map
Transaction Perimeter and Entity Chart
Tax Workstream Responsibility Matrix
Deal-Stage Tax Decision Gate
Tax Risk Materiality and Escalation Matrix

Day 2: Tax Due Diligence

Tax Due Diligence Request List
Historical Filing and Payment Review Checklist
Tax Attribute Validation Schedule
Contingency and Exposure Quantification Method
Tax Due Diligence Findings Register

Day 3: Transaction Structuring

Asset-versus-Share Deal Comparison Matrix
Purchase Price Tax Consideration Bridge
Acquisition Financing Tax Effects Map
Cross-Border Transaction Risk Screen
Business Restructuring Documentation File

Day 4: Risk Allocation and Integration

Tax Covenant and Indemnity Register
Closing Tax Deliverables Checklist
Deferred Tax and Acquisition Accounting Bridge
Post-Deal Tax Compliance Calendar
Tax Integration Control Plan

Day 5: M&A Tax Decision Practice

Exercise: Build a Tax Due Diligence Findings Register
Exercise: Compare Asset and Share Deal Structures
Exercise: Allocate Tax Risks through Covenants and Indemnities
Exercise: Design a Post-Deal Tax Integration Plan
Capstone Exercise: M&A Tax Decision Pack

Practical Exercises

The course uses suggested activities that connect evidence, structure, valuation inputs, contractual protection, and integration decisions.

Suggested activity: screen tax records and quantify exposures for technology and manufacturing targets
Suggested activity: compare asset and share structures using a decision matrix
Suggested activity: convert diligence findings into covenants, indemnities, and closing actions
Suggested activity: build an integration calendar and control plan for a cross-border case

FAQs

Who suits advanced M&A tax due diligence and structuring training?

Corporate tax, finance, transaction advisory, controllership, legal, and compliance teams suit the training. The course assumes practical experience reviewing corporate tax, accounting, transaction, or contractual information.

How does M&A tax due diligence training differ from general corporate tax training?

M&A tax due diligence training focuses on transaction evidence, deal structures, tax attributes, purchase price considerations, contractual risk allocation, closing actions, and integration controls. General corporate tax training usually focuses on recurring operations and filings.

What should an M&A tax due diligence review test?

An M&A tax due diligence review should test filing history, payments, tax attributes, uncertain positions, transaction records, intercompany arrangements, accounting balances, and supporting evidence, then quantify and assign each exposure.

How do asset and share deals affect M&A tax structuring?

Asset and share deals can produce different treatments for transferred assets, liabilities, tax attributes, financing, accounting balances, and post-deal obligations. The comparison should document assumptions and applicable local rules.

How are M&A tax risks allocated in transaction documents?

M&A tax risks are allocated through defined responsibilities, covenants, indemnities, conditions, information rights, and closing deliverables aligned with documented diligence findings and negotiation decisions.

Conclusion

Participants take back an M&A Tax Decision Pack containing the issue map, diligence request list, findings register, structure comparison, tax attribute schedule, risk allocation register, closing checklist, and integration plan. It makes tax assumptions, exposures, owners, and actions traceable. Deal teams can use it to coordinate decisions from diligence through post-deal compliance.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-75 of 75 events

Location	Dates	Duration	Mode	Price
Nairobi	Week 32, 2027 15 – 19 August 2027	1 Week	Onsite	€4,500
Kuwait	Week 32, 2027 15 – 19 August 2027	1 Week	Onsite	€5,500
Vienna	Week 35, 2027 30 August – 3 September 2027	1 Week	Onsite	€5,700
Tokyo	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€10,000
Abu Dhabi	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€4,700
Dubai	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€4,500
Johannesburg	Week 37, 2027 19 – 23 September 2027	1 Week	Onsite	€4,500
Paris	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€5,700
Langkawi	Week 38, 2027 26 – 30 September 2027	1 Week	Onsite	€6,000
Marbella	Week 39, 2027 3 – 7 October 2027	1 Week	Onsite	€5,700
Istanbul	Week 40, 2027 4 – 8 October 2027	1 Week	Onsite	€4,500
Doha	Week 40, 2027 10 – 14 October 2027	1 Week	Onsite	€5,500
Lisbon	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€5,700
Amsterdam	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€5,700
Zanzibar	Week 42, 2027 24 – 28 October 2027	1 Week	Onsite	€5,500

Frequently asked questions

What does this course cover?

OverviewAdvanced M&A Tax Due Diligence and Structuring Course is a one-week advanced course for corporate tax managers, M&A finance teams, transaction advisers, controllers, and legal and compliance professionals, who leave with an M&A Tax Decision Pack. Participants apply M&A tax due diligence, compare transaction structures, map tax attributes, allocate…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

M&A Tax Due Diligence and Structuring Course