Transaction Tax

Transaction Tax

Your Transactions with BDO: Trust – Passion – Empathy – Foresight

At the end of every successful transaction both parties sign a contract, but before that Seller and Buyer must confront numerous and complex tax issues, often with only a very small window of time to consider alternatives and implement strategies. We, at BDO`s Transaction Tax practice, would like to accompany you every step of the way through the entire process as the partner for all your queries and representing your tax interests in the best possible way during contract negotiations. With a hands-on approach and a unique service model we are striving to deliver excellence in challenging timeframes by focusing on key issues and concerns, proactively identifying services and opportunities to create and drive value.

Based on our many years of experience advising companies of all sizes and individuals on a range of transactions and reorganizations we can say: every transaction has its own specifics! That is why we have made it our mission to ensure that your transaction becomes our joint transaction. Why? Because only if we have a common understanding of both the requirements as well as the rationale for a transaction, we can offer you a tailor-made portfolio of strategic structuring options from a tax standpoint to help maximize value while minimizing the transactions exposure to risk.
 

Every transaction present tax opportunities and challenges

For a deal to be successful it is crucial that both future tax burdens and historic tax risks but also opportunities are taken into account in the purchase price before a contract is concluded. Within the scope of a “Tax Due Diligence” (assessment of any tax-relevant issues), any risks posed by the target company are qualified and quantified, so that subsequently they can be included in the purchase agreement. This applies vice versa within the scope of a so-called “Vendor Due Diligence” (assessment of any tax-relevant issues on behalf of the Seller).

In addition to the classic tax risks that can impact on the purchase price, the company structure must be analyzed for any possible tax burdens which might arise out of the envisaged transaction. Risk areas such as existing fiscal units for tax purposes, tax loss carry forwards or real estate must be thoroughly examined. We would be very happy to discuss with you in a personal consultation, which concept would be the best for your envisaged transaction from a tax perspective.
 

BDO as a Team: one solution for the entire deal process

From acquisition structuring and due diligence, to post-acquisition integration services, BDO’s dedicated Transaction Tax practice delivers comprehensive, partner-led tax due diligence services to clients of all sizes. With deep experience across industry sectors, and one of the world’s largest accounting and advisory networks, which enables us to successfully implement projects beyond national borders, our professionals are uniquely qualified to meet the needs of our clients, whatever they may be. Our service model is built upon a transparent, highly collaborative approach and BDO ensures that clients have access to the people they need, when they need them.

With an integrated transaction approach, the BDO Transaction Tax Team is supported by specialists from other divisions such as  Mergers & Acquisitions, Transaction Advisory, Legal and many more upon request.
 

Our services for your successful transaction

Our tax experts offer you the following range of services:

  • Assistance in national as well as international mergers and acquisitions projects
  • Risk assessment of tax positions within the scope of tax due diligence for buy-side and sell-side
  • Provide tax input to the financial structuring of a transaction (so-called “Financial Model”)
  • Tax modeling and tax benefit analyses
  • Advice on tax clauses in sale and purchase agreements
  • Setting-up acquisition and disposal structures
  • Post-acquisition integration and optimization
  • Tax consultancy for companies in distress
  • Tax consultancy for private equity
  • Employee participation programs
  • Tax advice on refinancing structures

 

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Julia Lončar

Julia Lončar

Certified Tax Advisor, Senior Manager, Transaction Tax
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