Tax, Pricing & Risk in M&A – Insights from the Tax Institute Convention (Tasmania)

Last week, our director John Wilson had the privilege of presenting at the Tax Institute’s Tasmanian Convention, sharing practical insights on how legal and tax professionals can work together to deliver better outcomes in mergers and acquisitions.

John’s session, “Tax, Pricing and Risk – Key Considerations in M&A Transactions”, explored how deal structure, pricing mechanisms, and risk allocation intersect across legal and tax disciplines — and why collaboration between advisers is crucial for getting deals right.

Key takeaways included:

• The balance between share and asset sales, and how structuring decisions impact tax outcomes.
• The nuances of completion accounts vs locked box mechanisms — and what each means for deal certainty and post-completion risk.
• The critical role of tax warranties and indemnities in managing historical liabilities.
• How earn-outs and deferred consideration can align valuation expectations while navigating complex tax rules.

The Team at Groom Kennedy is committed to helping clients navigate the complex intersection of tax, legal, and commercial considerations to achieve seamless and successful transactions.

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