Trusted Deal Advisory

Leo Berwick is a M&A consulting firm comprised of professionals who are leaders in their respective fields. Our experienced team of consultants offers streamlined solutions for complex issues facing today’s mergers and acquisitions and tax landscape.

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M&A Tax Training

Leo Berwick offers free M&A tax training for deal professionals. Whether you’re brand new to M&A or have ample experience in the field, our material will help you navigate the complexities of a deal.

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Recent Videos

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What is Tax Concepts for Deal Professionals?

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Tax Concepts for Deal Professionals: Recap on Tax Implications of Legal Entities

Recent Posts

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Choice of Entity

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Asset Sales vs. Stock Sales

M&A Tax Services

We specialize in M&A tax and are here to support you through all stages of a transaction, including once a transaction closes. Our experts have decades of experience in advising sellers and buyers and can provide personalized advice to help you better understand and achieve your objectives. Where other firms often work on a transaction and move on to the next one, Leo Berwick’s focus is to become an integrated part of your organization, team with your advisors, and work with you through the entire life cycle of the deal.

Global Tax Services

Leo Berwick’s experienced professionals offer global business tax services tailored to your organization’s specific needs. With the tax landscape constantly changing we are here to help you maintain compliance with the applicable tax regulations, implement new accounting standards, and come up with solutions to make your organization tax efficient.

Advisory Services

At Leo Berwick, we want to be an integrated part of your team. The inner workings of an M&A deal extend far beyond just numbers and tax law. We are here to help you with all of that and more. We offer professional advisory services for clients who need help navigating the complexities of a transaction and moving forward with a deal. This includes services such as sell-side preparation and financial due diligence.

Why Us

We will be an integrated part of your deal team

Our experts can become a part of your deal team and advise on tax matters at every stage of a transaction. We can also collaborate with global law and accounting firms while working closely with your deal team, being there every step of the way, including post-close.

Expert advisors from around the world

We have expert advisors that are former senior partners at large law and consulting firms who are leaders in their fields. We provide personalized advice to help you achieve your objectives.

Leo Berwick is practical and efficient

We hate red tape and inefficiencies. We build the tax components of your financial models and perform other services bigger firms do not provide. We also do not have conflict issues that many larger firms have.

We partner with our clients

We offer flexible fee arrangements including but not limited to: contingent fees, taking equity in the deal in lieu of cash, and dead deal discounts.

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