We assist Entrepreneurs and Executives in their projects related to their professional and personal assets (structuring / development / transmission)
Our multidisciplinary support notably covers the following areas
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Acquisition – Business transfer
We support you in your acquisition/sale of companies or assets.
We get involved during the negotiation, drafting and implementation of the operation.Mission examples :
Optimising taxation aspects of the operation
Defending your interests during negotiations -
Assets structuring
We support you in structuring your professional and/or personal assets.
We implement the chosen plan, according to your objectives and constraints.Mission examples :
Inheritance transmission planning
Tax burden optimisation
Protecting future generations -
Funding
We support you in structuring your professional projects.
We draft/validate investment documentationMission examples :
Optimising investment methods
Secure financing methods (senior, mezzanine, bond, LBO, etc.). -
Tax Audit & Litigation
We assist you in dealing with the tax authority during a tax audit.
We defend your interests in the event of tax disputes (court proceedings).Mission examples :
Defending your interests by assessing your real chances of success/gains
Negotiating with the tax authority
Business Case
Owner Buy Out (OBO)
Context
The Founders of a group of companies wish to:
Realise part of their capital at the Holding level
Make the exit of historical Investors possible
Integrate some executives into the capital
Our solution
Creation of a specific Holding by the Founders and Executives concerned (contribution of shares/cash)
Borrowing at the level of the Holding Company (depending on the Group’s repayment capacity)
Repurchase by the Holding Company of the securities held by the Founders (Cash-Out) and the Investors (Liquidity)
Result
Accretion and Liquidity for the benefit of the Founders
Exit of Historical Investors
Association of Executives
Creation of value over 4/5 years