1. Strategic Tax Planning

Tax planning is the art of optimizing cash flow by minimizing the tax burden within the legal framework.

• Tax Optimization: Integrating exemptions, immunities, and deductions (R&D deductions, investment incentives, etc.) into the business model.

• International Tax Planning: Managing double taxation treaties and transfer pricing risks in multinational operations.

• Deferred Tax Management: Analyzing future tax liabilities today and accurately reflecting them in the financial statements.

2. Corporate Restructuring and Reorganization

Redesigning the corporate structure legally and financially to adapt to changing market conditions or growth targets.

• Mergers and Acquisitions (M&A): Structuring the financial design of company mergers, share exchanges, or type conversions (e.g., converting from a Limited Liability Company to a Joint Stock Company).

• Partial and Full Demergers: Transferring assets to new legal entities to ensure efficient management of business units or to isolate risks.

• Holding Company Formations: Structuring group companies under a single center to provide tax and management advantages.

3. Strategic Financial Decision Support

Preparing the financial projections needed by senior management in investment and growth decisions.

• Investment Incentive Consultancy: Monitoring incentives such as obtaining Investment Incentive Certificates, social security employer share support, and interest support.

• Cash Flow and Capital Management: Optimizing the equity / debt balance and designing low-cost financing models.

• Exit Strategies: Restructuring steps to maximize the financial value of the business prior to a company sale or an IPO.

Added Value Provided by the Strategic Approach