Private equity, M&A and share purchases
Regardless of whether you are entering a company, strengthening your company through purchases or professionally investing in companies: We accompany your financial and tax due diligence in the phase of acquisition and sale as well as support you with the value determination according to recognised evaluation methods. Thereafter, we work closely with you to ensure the ongoing tax optimisation of your structures and, if necessary, advise you on possible remuneration (carried interest).
Acquisition of companies and shareholdings
We support you in your investment decision and discuss tax consequences or optimisation options with you. If required, we will prepare the tax and financial due diligence for you as well as necessayr expert opinions on the company value according to recognised evaluation methods, according to the requirements in the function of an advisor, neutral expert or arbitrator.
Investment and financing structure
In the case of a debt-financed acquisition, an investment via a holding company combined with a profit transfer agreement may make sense. If you are acting as an investor yourself, a dormant partnership or a participating loan, for example, can offer tax optimisation potential. We will discuss the options with you and work out the best solution for your situation, not only from a tax point of view.
Onboarding after acquisition of the investment
After the acquisition of an investment, we take over the tax onboarding process. For this purpose, we communicate with all necessary contacts, in particular the seller and his advisors, if required. In this way, we ensure that you fulfil all your declaration obligations correctly and tax-efficiently in the future and that the tax and financial history is fully available in the event of a subsequent sale.
Cryptocurrencies
Carried interest
Carried interest and similar remuneration models are decisive sources of income, especially when initiating a fund, but they must be analysed in detail with regard to the correct tax qualification. If required, we will discuss with you the tax design and compliance of possible fund, participation and remuneration structures.
