Emerging growth companies preparing for a sale transaction or Initial Public Offering (IPO) often face complex tax structures and challenges that require specialized expertise. Many companies lack the internal bandwidth to address all relevant tax matters. That’s where Gillon Advisors comes in.

Our team of seasoned tax professionals serves as an external tax advisor, providing deep experience in structuring, M&A, advisory, and compliance to guide companies through every stage of the IPO readiness and transaction process.

Financial Reporting and SOX 404 Readiness

Preparing for a liquidity event or public listing often requires robust internal controls and adherence to public company reporting standards. Our tax accounting experts assist clients with:

• Tax provision preparation for annual and interim financial statements
• Financial modeling and scenario analysis
• Tax-specific financial computations to ensure accuracy and compliance

These services help companies meet SOX 404 requirements and instill confidence in investors and regulators alike.

Transactional Analysis

Gillon Advisors specializes in detailed transactional analysis to ensure your tax function is fully prepared for a sale or IPO. Our expertise includes:

• Due diligence to identify risks and opportunities
• Tax basis analysis to optimize reporting and valuation
• Loss limitation planning
• Scenario planning for potential transaction structures

Our goal is to position your company to maximize value while minimizing tax exposure.

Structuring

Choosing the optimal tax structure is critical for both your company and investors. We help companies evaluate alternatives based on:

• Corporate and investor objectives
• Business goals and growth plans
• Long-term tax efficiency and flexibility

Whether planning a pre-IPO reorganization, merger, or spin-off, our experts help design a structure that aligns with your strategic vision.

Stock Compensation

Stock-based compensation is one of the most complex tax and financial areas for growing companies. Gillon Advisors helps clients:

• Calculate the tax and financial impact of stock exercises, grants, and other equity transactions
• Develop processes for ongoing compliance and accurate reporting
• Ensure alignment with both accounting standards and tax regulations

Our methodical approach reduces risk and simplifies the management of stock compensation as companies scale.