Tax Advantaged Structures

When current owners sell their business, they usually realize capital gains. Capital gains are taxed very differently in different jurisdictions. In some countries, they are taxed as ordinary income, and in others they are subject to reduced capital gains taxes. By establishing the proper holding structure in the optimal jurisdiction can help delay and or reduce tax obligations for both the seller and the buyer.

Using the appropriate holding structure also enables investors to regularly optimize their corporate portfolio. The advantage of such structures is that, on rebalancing their holdings, the investors are able to sell the outperformed investments and acquire the investments that may be at the opposite end of their valuation cycles while focusing on transaction objectives and performance proceeding transaction.

The tax advantaged transaction requires that our team outlines a well defined transaction process based on our tax, industry and M&A experience with an objective to improve the performance a target and acquirer company.