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Finance Advisory

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Finance Advisory

Whether it’s about questions of expansion, securing competitiveness, or business succession: Our Finance Advisory team offers you high-quality consulting in:

  • Corporate Transactions
  • Valuations

In past years, we have advised our clients on over 100 Finance Advisory projects. Through our international network, we are connected with Corporate Finance experts around the globe and can therefore operate across borders for you.

Our range of consulting services at a glance:

Consulting on corporate transactions

Acquisition structuring

Financial Due Diligence

Tax Due Diligence

Valuations

Consulting on corporate transactions

Key prerequisites for successful corporate transactions are extensive knowledge of the processes and comprehensive detailed knowledge in the various aspects of economic, tax, financial, and legal nature. Whether it’s carve-out support, operational M&A consulting, or purchase price allocation, whether on sell side or buy side: Our PKF IVT transaction experts guide you through these processes, point out risks, and develop individual solutions for your

  • Acquisition and sales transactions
  • Mergers
  • Successions

Acquisition structuring - Tax optimization in company acquisitions

The optimal structuring of company acquisitions, mergers, or joint ventures is important not only from a corporate and liability law perspective. Additional structural requirements arise when the transaction partners are not based in the same country or when it involves a group that maintains independent legal entities in different countries.

Oftentimes, tax-related aspects are the primary focus when designing the target structure. The recommendation for the tax-related target structure, the so-called Tax-Structure-Memo, addresses, among other things:

  • The deductibility of transaction-related costs and financing expenses
  • Depreciation opportunities
  • Real estate transfer tax considerations
  • Compliance with shareholder debt financing regulations
  • The impact of interest barrier rules
  • The preservation of loss-carryforwards
  • The specifics of the tax treatment of restructuring profits

Finical Due Diligence for the analysis of a target company

As part of a detailed investigation of a target company, opportunities and risks for potential clients are identified. Due diligence also serves the purpose of gathering general information and securing evidence to analyze opportunities and risks and to make the right decision.

Tax Due Diligence – Identifying and limiting tax risks

As part of intended business transactions, a Tax Due Diligence audit should regularly be conducted. This process identifies tax opportunities and risks, while also establishing the foundation for the tax-optimized structure of the target company. The resulting transparency provides security and enables pointing out recommendations for action.

Increasing Complexity in the Structuring of Business Transactions

The optimal structuring of company acquisitions, mergers, or joint ventures is important not only from a corporate and liability law perspective. Additional structural requirements arise when the transaction partners are not based in the same country or when it involves a group that maintains independent legal entities in different countries.

Targeted utilization of tax reliefs

Oftentimes, tax-related aspects are the primary focus when designing the target structure. The recommendation for the tax-related target structure, the so-called Tax-Structure-Memo, addresses, among other things:

  • The deductibility of transaction-related costs and financing expenses
  • Depreciation opportunities
  • Real estate transfer tax considerations
  • Compliance with shareholder debt financing regulations
  • The impact of interest barrier rules
  • The preservation of loss-carryforwards
  • The specifics of the tax treatment of restructuring profits

Valuation of Companies

Numerous events raise the question of a company’s value: company acquisitions and sales, corporate restructuring, share valuations, inheritance disputes, and other events make it necessary to determine a company’s value. PKF IVT can provide the expertise required for company valuations. This includes not only fundamental business knowledge in areas such as cost and performance accounting, controlling, investment, and financing, but also an understanding of the industry and market environment.

Our Valuation Services in Detail:

  • Transaction-based Valuation
  • Financial Modeling
  • Expert Valuation (IDW S1)
  • Valuation of Assets (Asset Valuation)

Your contact partners

Reinhard Ewert

Managing Director

  089 290 32-0
  kontakt@pkfivt.de

Alexander Paul

Partner

  089 290 32-0
  kontakt@pkfivt.de

Sebastian Wohldorf

Partner

  089 290 32-0
  kontakt@pkfivt.de

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