Mergers and Acquisitions
We advise you holistically and efficiently on a wide range of problems in connection with M&A transactions.
With our many years of experience, we are your competent partner for answering all questions regarding mergers & acquisitions (M&A, restructuring) and taxes. Our consulting services cover both local SMEs and internationally operating groups.
Small and medium-sized enterprises (SMEs)
- Advice and support regarding the choice of the right transaction structure (share deal or asset deal)
- Support in the choice of tax structure for the future management of the company
- Tax consulting during the preparation of the purchase agreement (review of the tax clause in the SPA)
- Conducting tax due diligence for buyer and seller and providing a clear overview of the tax risks and obligations associated with the transaction
- Support in tax integration by means of tailor-made strategies for the use of possible synergy effects and tax optimization opportunities (e.g. regarding loss carry-forwards)
- Ensuring all tax compliance requirements (incl. VAT)
- Obtaining the necessary tax rulings in connection with restructurings
- Support with early succession planning for a seamless transition
Small and medium-sized enterprises (SMEs)
No items found.
Private Equity / Group Structures
- Conducting tax due diligence for buyers and sellers and preparing tax fact books or vendor due diligence reports
- Tax and legal structuring and advice on the choice of the optimal transaction structure from a tax point of view and obtaining the necessary tax rulings
- Tax advice on restructurings such as mergers, amalgamations, spin-offs and carve-outs
- Optimization of the transaction from a tax point of view as well as advice on the optimal financing from a tax point of view
- Tax consulting and implementation of management stock option programs and employee stock option programs
- Tax advice for a management buy-out
- Support for tax integration and consolidation by merging subsidiaries, adjusting transfer pricing rules, etc.
- Post-transaction advice, inter alia with regard to profit repatriation from a tax perspective (in particular obtaining treaty clearance)
- Assistance in adhering to all tax compliance requirements.
- SPA advice (tax clause, tax exemption) and preparation of contracts
Private Equity / Group Structures
No items found.
We provide you with tax support for...
Company purchase / sale
- Assessment of the tax effects of the transaction from the buyer's or seller's point of view
- Carrying out tax due diligence for buyer or seller
- Obtaining tax rulings from all cantons (German-speaking Switzerland and French-speaking Switzerland) or the FTA in connection with transactions (in particular regarding the issue of indirect partial liquidation)
- Post-transaction support from a tax perspective such as obtaining treaty clearance
Mergers
- Carrying out the tax due diligence
- Tax optimization of the merger
- Assistance with transaction structure and obtaining all necessary tax rulings as well as preparation of step plans
- Advice on international taxes (APA, transfer pricing policy)
- Support with regard to the tax implications for the partners or shareholders (e.g. concerning indirect partial liquidation)
Management buy-in / buy-out
- Structuring the transaction from a tax perspective
- Integration and implementation of a management buy-in / buy-out by means of a step plan as well as coordination with lawyers
- Obtaining the necessary tax rulings in connection with the transaction
- Post-transaction support from a tax perspective
News on the topic
Mergers and Acquisitions
News on the topic
Mergers and Acquisitions