Transaction Tax

Companies must constantly scrutinise whether they are optimally positioned to meet the multitude of current challenges. Portfolio adjustments through corporate transactions, reorganisations and transformations are becoming increasingly important.

Thanks to our detailed tax expertise and industry knowledge and our global network, Baker Tilly is regularly involved as tax advisor in a large number of large-volume and often cross-border projects in this area. Our clients include corporate groups as well as family businesses, venture capital investors and private equity funds.

Above all, tax optimisation means thinking outside the box. Transactions, reorganisations and transformations present companies with complex challenges not only from a tax, but also from a legal and business management perspective. Accordingly, we offer interdisciplinary advice from a single source - without any legal barriers, which is a key factor in the successful completion of projects and offers our clients optimum benefits.

Our services in the area of Transaction Tax

Analysis of the status quo and presentation of alternative courses of action
Tax structuring and transformations of companies and groups with special consideration of tax mentality, the use of tax assets and the minimisation of tax risks
Carrying out tax due diligence for sellers and buyers
Tax structuring and optimisation of company acquisitions and sales
Advice on tax issues in the context of purchase agreement negotiations
Optimisation of real estate transfer tax positions in the context of transactions, restructurings and conversions
Preparation and review of tax model calculations
Tax optimisation of the financing structure
Advice on the tax-free return of invested funds and flow of funds
Advice on management participation programmes in the course of transactions, restructurings and reorganisations