What Is Transaction Planning?
Transaction planning is the strategic financial and tax preparation that surrounds major events in the life of a business or nonprofit. These events may include:
- Business sales or acquisitions
- Ownership transfers or buyouts
- Internal reorganizations or entity conversions
- Major investments, grants, or capital campaigns
- Mergers or dissolutions
- Launching or spinning off new entities
- Succession and estate planning
These moments have long-term consequences—and often come with complex tax, accounting, and reporting implications. We help you prepare for and manage the full scope of impact.
Services We Provide
Structuring & Advisory
- Entity structure evaluation and recommendations
- Partnership, LLC, and S-corp planning
- Transaction design with tax impact modeling
- Analysis of carryovers, basis, and depreciation
- Advice on how to stage or sequence transactions
- Coordination with legal counsel or valuation specialists
Tax Planning
- Federal and state tax minimization strategies
- Capital gains and ordinary income planning
- Treatment of goodwill, earn-outs, and asset allocations
- Support for IRS compliance and documentation
- Planning around timing of revenue, deductions, and liabilities
- Coordination of filings post-transaction
Due Diligence & Financial Support
- Financial statement preparation or cleanup
- Assistance with buyer or board due diligence
- Evaluation of working capital, assets, and liabilities
- Review of vendor contracts, grants, or funding restrictions
- Documentation for financing or investor relations
- Forecasts, pro formas, and cash flow modeling
Who We Serve
We support:
- Business owners planning an exit or succession
- Buyers and sellers involved in M&A activity
- Nonprofits navigating mergers, dissolutions, or reorganizations
- Professional service firms undergoing internal transitions
- Closely held companies transferring ownership to the next generation
Our clients appreciate our ability to think like a partner, not just a preparer—offering practical insight and asking the questions they didn’t know they needed to ask.
Why Langdon & Company?
- Multi-disciplinary experience in tax, assurance, and advisory
- Deep understanding of closely held businesses and nonprofits
- Personalized attention from partner-level professionals
- Trusted by boards, banks, and legal counsel across the Carolinas
- Responsive, clear communication—especially when stakes are high
Let’s Plan Ahead
If you’re thinking about a major business or financial transition, let’s talk before the paperwork is signed. Strategic planning now prevents costly surprises later.