Strategic advice & due diligenceTax lawyers in Bordeaux, Paris and Hossegor
Strategic advice and due diligence are key stages in growth, transfer or restructuring transactions. They make it possible to anticipate tax, legal and financial risks, to optimise structures and to secure the decisions of executives and shareholders.
Our firm, which specialises in taxation and transaction structuring, assists its clients in analysing, assessing and optimising their transactions, in order to provide reliable and secure strategic advice.
Our areas of intervention
1 – Strategic analysis and planning
Before any transaction, it is essential to define a clear and appropriate strategy:
- Review of the company’s situation and its environment;
- Analysis of the tax, financial and legal issues;
- Definition of strategic objectives consistent with the client’s projects;
- Identification of the risks and opportunities associated with the transaction;
- Drawing up recommendations to secure decisions.
2 – Tax and legal due diligence
Due diligence is an essential tool for securing any transaction:
- Comprehensive tax audit of the target company or project;
- Analysis of contracts, commitments and potential tax liabilities;
- Identification of risks of tax reassessment or litigation;
- Verification of legal and regulatory compliance;
- Summary and recommendations for decision-making.
3 – Optimisation and structuring
Beyond analysis, our role is to propose optimised and secure solutions:
- Tax and financial optimisation of transactions;
- Proposals for structures suited to growth or transfer objectives;
- Identification of levers for reducing risks and enhancing the value of assets;
- Development of alternative scenarios to anticipate impacts.
4 – Follow-up and operational support
We support our clients throughout the implementation of the recommendations:
- Assistance in setting up the optimised structures and mechanisms;
- Coordination with financial, legal and accounting advisers;
- Monitoring of regulatory and tax developments affecting the transaction;
- Preparation for exchanges with the tax authorities and for audits.
5 – Long-term strategic advice
Our support does not end with the transaction: we help our clients anticipate the future and secure their development:
- Long-term tax and wealth planning;
- Advice on growth, sale or restructuring strategies;
- Definition of internal policies and governance suited to the risks identified;
- Monitoring of transactions and adjustment of recommendations in line with developments.
A confidential, rigorous, and tailored approach
Each strategic advice or due diligence assignment requires a tailored approach. Our support is based on:
- A personalised approach, tailored to the specific issues of each transaction;
- In-depth expertise in taxation, structuring and business law;
- A rigorous strategy to secure decisions and optimise outcomes;
- Absolute confidentiality, essential for sensitive and strategic information.
A trusted partner for your strategic projects
We act as a strategic partner to our clients, in order to secure their decisions, optimise tax and financial impacts, and protect the interests of the company and its shareholders in a complex and constantly changing environment.
Latest news
View all articles on corporate taxation