Well-founded strategic decisions
At what value should you restructure the shares or assets? For a strategic decision to transfer shares or assets among family members, an employee participation or an (international) restructuring, a valuation is required. Besides the financial implications, the tax authority can ask you to give insight into the value. With a valuation, you can determine the financial and fiscal impact.
Would you like to have more information on business valuation, mergers or acquisitions? Or would you like to involve someone regarding your strategic decision? Please, do not hesitate to contact us!
Supreme can assist you with valuations for the following tax matters:
- International restructuring;
- Transfers between family members;
- Restructuring of assets, such as intellectual property (brands, royalties, etc.);
- Assistance with employee participations (ESOP);
- Fiscal purchase price allocations; and
- Restructuring of corporate assets.
The valuation is based on a fundamental company analysis including the historical developments, competitive advantages, the market and the industry. Moreover, a benchmark will be performed with respect to similar firms.
Based on this approach, you can present a valuation that will hold during a discussion with the tax authorities or between the family members. Moreover, it will provide insight into the financial and fiscal implications of the intended restructuring and you will be ensured of a reliable partner during the process of validation.
Regarding an intended sale of shares, Supreme guided the entire acquisition on behalf of the sellers.
Purchase price allocation
After acquiring the company, the acquisition needed to be incorporated into the financial statements. Supreme drafted the purchase price allocation.
Due to a dispute between two shareholders regarding the price of the shares to be transferred, the interim board member asked for a valuation. Supreme drafted an independent valuation.