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HALL, BOOTH, SMITH & SLOVER, P.C. 191 Peachtree Street N.E., Suite 2900 Atlanta, GA 30303 TRANSACTION ADVISORY SERVICES Paul M. Spizzirri, Esq., J.D., LL.M., M.B.A., M.A.F.M. James Standard, Esq.
INTERGRATED APPROACH ,[object Object],[object Object],[object Object],[object Object],[object Object]
Transaction Services Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object]
Transaction Services Methodology ,[object Object],[object Object],[object Object],[object Object]
Identification Integration Implementation Negotiation Structuring Orchestrate Post-Acquisition Integration Optimize Integration Strategies Value Optimization Opportunity Identification Opportunity Selection Due  Diligence Corporate Due Diligence Tax Due Diligence Financial Due Diligence Intellectual Property Due Diligence Foreign and Domestic Tax Structuring State and   Local Tax Structuring Real Estate and  Property Due Diligence Environmental Due Diligence Valuation Services Employee  Compensation Benefits Comprehensive Business Integration Review Propose Continuing Value Added Integration  Services Wescott Corporate Services Identify Integration Opportunities Synergistic Business Integration Divestiture Considerations Strategic  Planning Evaluate  Business Expansion Opportunities Target Identification Proposed Structuring Letter of Intent Monitor Integration Evaluate Transaction Economics Business Deal Negotiation Structural Modeling Complete Purchase Agreement Evaluate Tax Incentives Tax and Accounting Services Litigation Due Diligence Value Centric Transaction Process VALUE Securities Regulation Material Contracts Review Business Regulation  Due Diligence Employment and Labor Laws Due Diligence Federal, State  and Local Tax  Planning Tax Attribute Planning Publicity Management Public Affairs Management LLC Investment Banking Confirm Synergies
Pre-Acquisition Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Identification of Tax Exposures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
S Corporations ,[object Object],[object Object],[object Object],[object Object],[object Object]
STATE AND LOCAL TAXATION National Practice Coverage ,[object Object],[object Object],[object Object],[object Object]
Structuring  Tax Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Examples of Transaction Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TAX CONTROVERSIES We can represent corporate clients in every aspect of a tax controversy from the initiation of the action through it’s final completion ,[object Object],[object Object],[object Object],[object Object]
Corporate Due Diligence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Management and Employees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formation and Qualification ,[object Object],[object Object],[object Object],[object Object],[object Object]
Employee Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Property Rights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
LITIGATION ASSESSMENT ,[object Object],[object Object],[object Object],[object Object],[object Object]
BUSINESS REGULATION ,[object Object],[object Object],[object Object],[object Object],[object Object]
REAL ESTATE TRANSACTIONS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
HEALTHCARE TRANSACTIONS ,[object Object],[object Object],[object Object],[object Object],[object Object]
Post-Acquisition Business Integration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recommendations and Deliverables ,[object Object],[object Object],[object Object]
VALUE ,[object Object],[object Object],[object Object],[object Object],[object Object]
HALL, BOOTH, SMITH & SLOVER, P.C. 191 Peachtree Street N.E., Suite 2900 Atlanta, GA 30303 TRANSACTION ADVISORY SERVICES Paul M. Spizzirri, Esq., LL.M., M.B.A., M.A.F.M. James Standard, Esq.

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HBSS Transaction Services

  • 1. HALL, BOOTH, SMITH & SLOVER, P.C. 191 Peachtree Street N.E., Suite 2900 Atlanta, GA 30303 TRANSACTION ADVISORY SERVICES Paul M. Spizzirri, Esq., J.D., LL.M., M.B.A., M.A.F.M. James Standard, Esq.
  • 2.
  • 3.
  • 4.
  • 5. Identification Integration Implementation Negotiation Structuring Orchestrate Post-Acquisition Integration Optimize Integration Strategies Value Optimization Opportunity Identification Opportunity Selection Due Diligence Corporate Due Diligence Tax Due Diligence Financial Due Diligence Intellectual Property Due Diligence Foreign and Domestic Tax Structuring State and Local Tax Structuring Real Estate and Property Due Diligence Environmental Due Diligence Valuation Services Employee Compensation Benefits Comprehensive Business Integration Review Propose Continuing Value Added Integration Services Wescott Corporate Services Identify Integration Opportunities Synergistic Business Integration Divestiture Considerations Strategic Planning Evaluate Business Expansion Opportunities Target Identification Proposed Structuring Letter of Intent Monitor Integration Evaluate Transaction Economics Business Deal Negotiation Structural Modeling Complete Purchase Agreement Evaluate Tax Incentives Tax and Accounting Services Litigation Due Diligence Value Centric Transaction Process VALUE Securities Regulation Material Contracts Review Business Regulation Due Diligence Employment and Labor Laws Due Diligence Federal, State and Local Tax Planning Tax Attribute Planning Publicity Management Public Affairs Management LLC Investment Banking Confirm Synergies
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. HALL, BOOTH, SMITH & SLOVER, P.C. 191 Peachtree Street N.E., Suite 2900 Atlanta, GA 30303 TRANSACTION ADVISORY SERVICES Paul M. Spizzirri, Esq., LL.M., M.B.A., M.A.F.M. James Standard, Esq.