Generational change
Our service related to generational change was created in response to our clients’ needs. During our operations, it became apparent in relation to several of our clients that, given their age and state of health, the management of their family businesses should be handed over to the younger generation. The reorganisation of management and the issue of ownership are not fundamentally tax or accounting issues, but this is a good opportunity for owners to consider restructuring their entire business and possibly appointing a trustee. In these cases, it is possible to talk about tax planning and tax optimisation, as the sale of a business share may result in a significant tax liability, or in the case of a gift, it may even result in a duty liability. It is therefore definitely worth considering these questions before entering into any transactions.
Our experts are available to assist you with the following topics related to the above issue:
- we plan the new company structure from a tax, accounting and legal perspective,
- we present the opportunities offered by fiduciary asset management,
- we explore domestic and international taxation methods,
- We review the financing options for the transaction, with a view to optimising taxation.
- we develop the most optimal asset management methods across generations,
- We answer questions concerning specific and ad hoc taxation issues related to generational change.
Why choose us before planning for generational change?
- Our experts have many years of experience in tax law and accounting.
- Thanks to their experience as tax authorities and tax advisors, our experts have extensive experience in the application of tax law and continuously monitor domestic and EU legal practice.
- In cooperation with our expert partner, we determine the value of the business and the factors that will result in further value enhancement.
- With our due diligence and company valuation services, we provide a comprehensive service package for our clients.
If you have any further questions on this topic, our experts are available at the contact details below.