Cross-Border Merger: US-Canadian Tax Firm
International Tax Advisory
Seattle, & Vancouver, WA (US), BC (Canada)
$5,500,000
Expand cross-border capabilities
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Project Timeline
Project ID: 2312
Listed: 2023-09-01
Closed: 2023-11-15
Time to Sale: 75 days
Our Approach
- Conducted comprehensive analysis of cross-border tax implications
- Facilitated cultural integration between US and Canadian teams
- Structured deal to comply with both US and Canadian regulations
- Developed strategy for unified client service across borders
- Negotiated equitable profit-sharing model for international operations
Our Outcomes
Sale Price:Achieved 40% increase in cross-border clients within 6 months
Client Retention:Realized cost savings of 15% through shared back-office operations
Deal Structure:Launched new transfer pricing advisory service, generating $500K in first year
- Reduced client response time for international inquiries by 60%
- Increased employee satisfaction scores by 25% post-merger