Guidance for What’s Next.
Whether you’re selling a business, restructuring your organization, bringing on investors, or launching a new venture, strategic transaction planning can mean the difference between success and regret.
At Langdon & Company LLP, we work with business owners, nonprofit boards, and leadership teams to navigate key financial transitions with clarity, foresight, and confidence. Our team brings tax, accounting, and operational expertise to every stage of the transaction process.
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.