Eric M. Whelan

Eric Whelan brings decades of tax expertise to the Mercadien team. His extensive experience in tax planning and compliance for commercial businesses provides critical insights throughout the merger and acquisition process. Eric strengthens any transaction or major transition through:

• Tax Due Diligence: Conducting thorough examinations of potential tax liabilities and opportunities in target companies.
• Transaction Structuring: Optimizing the tax efficiency of M&A deals across different jurisdictions, leveraging expertise in multi-state tax planning.
• Post-Merger Integration: Facilitating smooth post-acquisition integration, drawing on experience in planning, budgeting, and forecasting with CFOs and business owners.
• Tax Compliance: Ensuring efficient and accurate handling of all tax-related aspects in M&A transactions, backed by a background in managing complex tax engagements.

Eric believes that any engagement should start with a conversation. This enables him to quickly identify issues and develop solutions tailored to each client’s goals, without overwhelming them. Eric’s comprehensive tax knowledge, including expertise in multistate corporate taxation, provides crucial support throughout the M&A lifecycle. His background in both tax and accounting, encompassing reviews, and financial statement compilations, offers a well-rounded perspective on financial matters in M&A deals. Eric emphasizes resource leveraging and prioritization, contributing to efficient handling of tax aspects in M&A transactions. His experience representing clients before the Internal Revenue Service and state taxation agencies proves invaluable when addressing tax-related challenges that may arise during or after a merger or acquisition. Overall, his in-depth tax expertise results in more comprehensive financial and tax assessments, and enables him to guide clients through complex transactions with confidence and precision.