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Case study

Restructuring of a group of companies (approx. 20 million turnover) in preparation for company succession and to avoid disclosure of annual financial statements

Task

A group of companies consists of several individual companies with different legal forms. The legal structure is to be changed in such a way that the transfer of the companies to the next generation, which is planned for the medium term, is significantly simplified from both a legal and a tax perspective. Furthermore, the design should achieve the avoidance of the disclosure of the annual financial statements.

Solution

After taking stock, individual companies were transferred to a different legal form. It was important to carry out the restructuring as tax-neutrally as possible. A tax concept was developed, and in some cases individual questions were clarified in advance with the tax office in the form of binding information. All the necessary contracts were drawn up and implemented together with the notary public. The deadlines and requirements to be met from a tax perspective are monitored.

Service areas
Tax consultingManagement Consulting
Flowchart
  1. Restructuring of the group of companies while optimizing the tax implications
  2. New formation and integration of a new company as well as inclusion of an additional personally liable partner to avoid disclosure of annual financial statements
  3. Elaboration and implementation of the contract design
  4. Accompanying the restructured company vis-à-vis the tax authorities with regard to the tax consequences of the restructuring, including obtaining binding information

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58706 Menden

T. 02373 3924 00
F. 02373 39240 20
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