Tax Planning for the Deal, and for the People Who Close It.
Scriba advises founders and owners through liquidity events — QSBS, installment structuring, and state residency — and handles the personal complexity your bankers carry: deferred comp, RSUs, and multi-state filings.
Why leading M&A advisors partner with Scriba
Liquidity-event planning for the owners you advise, and proactive tax for the bankers who get the deal done.
Planning That Starts in Diligence
QSBS qualification, entity structure, installment treatment, business succession, and state residency all shape the after-tax outcome, and all are decided well before the wire clears.
Two Sides of the Same Introduction
Your clients get liquidity-event planning. Your bankers get a firm that handles deferred comp, RSUs, share sales, and a bonus taxed in three states. Both sit within Scriba's client base.
Complementary Services
Tax is Scriba's core focus. The mandate, the process, and the client relationship stay with your firm.
Big 4 Expertise, Boutique Feel
Leads out of Deloitte, Citrin Cooperman, and Plante Moran, with experience across corporate, partnership, international, and multi-jurisdictional matters, and the responsiveness a live deal requires.
As my taxes got more complex I started to need more advisory, but other CPAs who would charge me after every email or phone call. Scriba has been a breath of fresh air - they're proactive and don't nickel and dime me.
Become a Scriba Partner
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