Transaction Tax Services

Taxes are often key value driver in transactions. Together with our external partner FTI-Andersch Assurance GmbH WPG, we support you in early identifying tax opportunities and risks, along with their strategic integration into the deal structure, significantly determine the long-term profitability of your investment. Incorporating tax expertise from the beginning not only secures transaction success but creates sustainable added value.

Overview

Our clients rely on our tax advisory services throughout the entire transaction cycle, both nationally and internationally. We identify potential historical tax risks that could be assumed during a transaction and help manage these risks. With our proactive, action-oriented approach, we help structuring acquisitions in a tax-efficient manner. We provide advice on complex matters with a focus on minimizing tax risks and maximizing opportunities to sustainably optimize your transaction outcomes.

Our transaction tax advisory services include (vendor) tax due diligence and tax fact books, tax structuring and planning, tax modeling, tax support in contract negotiations and post-deal integration. In addition, we offer expertise in indirect taxes, global transfer pricing, and international tax planning.

During financial restructurings, we evaluate the impact of the restructuring plan on future tax liabilities to enable informed decisions. We also analyze the tax treatment of insolvency costs and provide support with tax decisions related to insolvency proceedings.

Services

Tax expertise in every phase of your transaction

Questions for our team

Roland Holz: How does Tax Due Diligence contribute to Value Creation?

The key to tax advice as a value driver in a transaction lies in teamwork. In my experience, solving tax issues only accounts for 20% of the project’s success for Tax. 80% of success comes from identifying relevant issues in collaboration with various teams from FDD and legal advisors, and especially with the client. Only when we understand the commercial deal can we help ensure that real value is created from a transaction.

  • Roland Holz

    Roland Holz manages the tax division of FTI-Andersch Assurance GmbH WPG

How we help our clients