Strategic Tax Consulting

For Founding, Transforming, or Gifting

Whether you’re acquiring a company, planning a business succession, considering a gift, or embarking on the adventure of starting a business – numerous tax-related questions invariably arise. By involving us early in your considerations, we guide you through your endeavors and develop optimal tax strategies.

When necessary, we collaborate with our experts in auditing, business consulting, or legal advisory to provide comprehensive support.

Zwei Business Kollegen im Gespräch in einem modernen Büro

Why are you contacting us?

Whether you're at the beginning of your professional journey or planning your succession, whether your concerns are large or small - we're here for you.

You're in the early stages of founding a company and want to get everything right from the start.

You're uncertain whether your company is leveraging the tax framework to its advantage or if your legal structure is optimal.

You've been advised to establish a holding company.

You're considering selling your company or passing it on to the next generation.

You're seeking a consulting firm to competently conduct tax, business and audit due diligence for the acquisition of one or more companies.

Our Services at a Glance

  • Founding consultation
  • Business succession through, for example, sale, gifting, or employee participation
  • Business valuations
  • Tax due diligence for sellers or buyers
  • Support for legal form changes and restructurings
  • Advice on inheritances and gifts
  • Special requirements for nonprofit organizations

Our Clients Ask Us...

This depends on the individual situation of the founder(s) and the nature of the business model. We are happy to advise you; beforehand, you should consider the following questions:

How many individuals will be involved in the company?

  • Is it important to limit liability to the company, or are the risks so minimal that personal liability is not a concern?
  • How much equity capital will be invested?
  • Are individuals financially dependent on regular income from the company? If so, to what extent?
  • Should initial losses be tax-deductible for the involved individuals?
  • Is the company’s creditworthiness a significant factor?
  • Who are the business partners/customers? B2B or B2C?

Yes, this is generally possible upon application, both for EU and non-EU countries. Often, the amounts involved are substantial, making the application worthwhile. Particularly in non-EU cases, the application process can be more complex and typically requires submission in English or even in the respective national language. We are happy to advise you on this and handle the application process with the respective country.

A classic holding company is a corporation that holds shares in other (subsidiary) corporations. From a tax perspective, a holding company is attractive because distributions from subsidiaries and profits from the sale of shares in subsidiaries are, under certain conditions, nearly tax-free. The holding company can thus accumulate liquidity from the subsidiaries and reinvest it. However, if the holding company distributes profits to its shareholders, the distribution is subject to a 25% capital gains tax plus solidarity surcharge. Therefore, a holding company is particularly beneficial for individuals who wish to reinvest