Business & governance
“ In situations that are often complex, we provide a customised solution. ”
As business owners develop their companies, they shall not neglect issues relating to their personal situation.
These two subjects are closely connected, and some private events could impact the life of the company, such as the incapacity or death of the owner.
Transfer of ownership is a key step that must be carried out within an appropriate framework; its success requires mastery of legal and tax matters with regards to sustainability and growth challenges.
A successful transfer is one that is anticipated and organized.
Associate notary in charge of the department / Head of Department
We are here to :
- Support you in the transfer of your business: audit of professional and personal assets, setting objectives, short- and medium-term strategy, tax analysis of potential solutions, pacte Dutreil (law implemented to facilitate business transfers by considerably reducing the tax burden on gifts and inheritances), complex donations, division of family assets, Family Buy Out.
- Assist in all aspects of governance: customised articles of association considering the situation of each partner, multiple voting rights, preference shares, partnership agreements, family charters, contingency planning in the event of incapacity or death of the manager.
- Monitor the formation of your companies: investment or professional project, legal and tax form, legal monitoring, acquisition or sale of company shares, asset and liability guarantees.
- Advise on the analysis of family group structuring: audit, management of holding companies, asset holding companies, strategy and structuring of investments for commercial real estate
- Assist in preparing your tax returns: income tax, property wealth tax, exit tax, 3% annual tax, capital gains monitoring (Article 150-0 B ter of the French General Tax Code), regularisation of foreign assets.
- Represent you in tax litigation.
Find out more about our other areas of expertise