Buying or Selling a Company

Whether you are an entrepreneur or a serial investor, the sale or acquisition of a business inevitably involves tax implications. Our M&A tax service specialists are here to guide you through the often complex and stressful transaction process.
Tax-efficient structuring

We ensure that every transaction is structured in a tax-efficient manner, implementing a practical plan to achieve a tax-efficient deal. This approach puts you in the strongest possible position.

Identification of tax risks

Through our due diligence process, we identify key tax risks early in the deal process and provide advice on how to mitigate the tax implications of buying a business.

Assistance in negotiation

Our M&A tax service offers specialized expertise in advising you on negotiating tax aspects within the sale and purchase agreement. We ensure you have adequate legal protection against unnecessary tax exposures.

How can our M&A tax services help?

Buyers and sellers often have different goals when structuring a transaction. Understanding the key motivations of the other party can help negotiate terms more effectively and achieve a more favorable post-tax outcome. While the initial deal price may appear appealing, unforeseen tax liabilities can significantly alter the post-tax implications of acquiring a business from what was originally expected.

With our specialized M&A tax expertise spanning various sectors, we assist in identifying crucial tax considerations and providing practical advice aligned with your transaction’s commercial objectives and future business plans. We also offer valuation services for business sales or acquisitions. Collaborating closely with your business’s key stakeholders, as well as lawyers and corporate finance advisers, we negotiate and implement the most tax-efficient structures to maximize value for our clients when selling a business.

Key considerations include:

  • Ensuring optimal utilization of capital gains tax reliefs during business sales.
  • Managing complexities associated with earn-outs and deferred considerations, which if not properly structured, may lead to unexpected tax liabilities.
  • Addressing tax implications related to deferred considerations structured as debts or other financial instruments.
  • Exploring opportunities, under specific criteria, to transfer shares to an employee ownership trust without incurring capital gains tax liabilities, benefiting both owners and employees.

At Xperta Consultancy, our seasoned team of M&A specialists integrates seamlessly into your overall deal team. We are ready to discuss your plans and aspirations, working collaboratively to help you achieve your objectives.